Is it time to rebalance your early retirement portfolio? With the Dow Jones breaking 25,000 this week (I remember when it broke 1,000!) – and after posting 37% growth since the 2016 Presidential Election – maybe it is time to look at your balance of stocks, bonds, and cash and ensure that you have not become overweighted in equities? The year 2017 was a great … Continue reading Dow at 25,000 – Time For A New Year’s Rebalancing?
I had a beer and some pretzels with an old friend & colleague on a snowy day last week and caught up on his life and plan for financial independence and retiring early (FIRE). He has a few years to go before his FIRE escape date, but had questions about asset allocation as he gets closer to it. His horizon is about 7-10 years, so … Continue reading Bucketing Assets For Early Retirement