PART 12: Plan Out Your Portfolio

PART 12: Plan Out Your Portfolio

BySeanAug 3, 2021

Let’s recap. If you’ve been following the FFWF Investing Guide so far, you now have the basic framework of your portfolio established: you’ve worked out your ideal mix of asset classes (your asset allocation), and have a list of the best index fund choices available for each of your investment…

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PART 11: How to Research Funds Like a Pro

BySeanJul 11, 2021

Congratulations! In establishing your asset allocation, you have the cornerstone of your investment plan built, and the biggest decision you will make in portfolio planning behind you. Now that we have an allocation that is suitable for you—based on your time horizon and personal risk tolerance—the next step is to…

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PART 10: War of the World Stocks

BySeanJun 21, 2021

Now that you have your overall allocation of stocks to bonds established (and if you don’t, please go back and see Part 9 on asset allocation), the next step is to determine how much of your stocks allocation will be given to international stocks. At first glance, this seems like…

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PART 9: You Bet Your Asset Allocation

BySeanJun 6, 2021

If I were to ask you to name the factors that could impact—or even upend—your investment plan, what would you say? Would you point to current events (natural disasters, wars, elections)? Inflation? Government legislation? Interest rates? If so, you wouldn’t be wrong. None of these answers are off-base—and all of…

PART 8: Mutual Funds vs ETFs

PART 8: Mutual Funds vs ETFs

BySeanMay 30, 2021

Ah, the age-old question. If there’s a bigger rivalry in the entire investing landscape, I don’t know of it. Here’s the deal. When we refer to index funds, it’s important to know that technically, this can mean one of two things: a mutual fund or an exchange-traded fund (ETF). Said…

PART 7: The Three-Fund Portfolio

PART 7: The Three-Fund Portfolio

BySeanMay 26, 2021

At its core, an index investing strategy is both very simple and very effective. One of the best index portfolio models that I have come across—and the one that I myself follow—is called the “three-fund portfolio.” The architect of this portfolio is investor, author, and chief Boglehead Taylor Larimore. (If…

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