Mountain Money Blog

It’s only been a few weeks since the passing of John Bogle, the inventor of the index fund. In memoriam,[...]

Millions of American investors – including yours truly - owe a debt of gratitude to John “Jack” Bogle, who died[...]

Has it really been ten years? One of the low lights indelibly associated with the Great Recession of 2008 was[...]

As if planning to fund your retirement weren’t difficult enough. In a story in the Denver Post, we now learn[...]

Where are you on the Spectrum of Financial Dependence and Independence? (H/T to financial planning guru Michael Kitces for including[...]

A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most[...]

On August 1, 2018, Fidelity Investments, by introducing two zero-management fee index funds, seemingly fired a shot across the bow[...]

In an article in Advisor Perspectives, actuary, financial planner and retirement researcher Joe Tomlinson delves into the question: Do We[...]

One of my standard cocktail party questions when conversing with investors is: How much are you trying to earn with[...]

In our estimation, the last week of the United States Supreme Court’s 2013/2014 term was a watershed for Modern Portfolio[...]

Do the mountains call you for your dream retirement? Many people, including most of my clients, aspire to retire to[...]

A recent column entitled, Survivor Bias: Why Successful Value Investors Live Longer, mused on the apparent longevity of legendary value[...]

If you are – or expect to be - the owner of a $500,000 or greater IRA or 401k, you’ll[...]

One of the great influences in my practice has been Larry Swedroe. (Another, of course, was the late John Bogle).[...]

If you can keep your head when all about you are losing theirs… Rudyard Kipling, from the poem If, circa[...]

‘Tis the season…for charitable giving. In our last post, we discussed the basics of the new tax law, its possible[...]

Nothing sharpens the mind like a deadline. Sometime around Halloween, when we have a couple of months left in the[...]

As of this writing the new tax bill hasn’t yet been signed by the President. But it already seems to[...]

Unless you haven’t been paying attention (and kudos if you haven’t) you know that the last week or so has[...]

Hardly a day goes by without a story in the paper about the tragedy of senior financial abuse.  There appears[...]

The S & P 500 (total return) Index bounced back from its first quarter (.75%) loss, rising 3.43% in the[...]

It was nice while it lasted. The S & P 500 (total return) Index fell .75%, its first quarterly loss[...]

Global equity markets defied predictions - and perhaps even gravity – in 2017. The S & P 500 (total return)[...]

Equity markets continued their record run in the 3rd quarter. The S & P 500 (Total Return) Index gained 4.48%[...]

Stock markets around the globe had their best first six months in years. In the second quarter, The S &[...]

The “Trump Bump” continued unabated in the first quarter. The S & P 500 (total return) Index gained 6.07%; tacking[...]

Now that was exciting. With the surprise election of Donald Trump as President of the United States, the S &[...]

Markets continued to move higher in the 3rd quarter. The S & P 500 (total return) index was up 3.85%[...]

The S & P 500 (Total Return) Index gained 2.46% in the quarter; but not without a whipsaw caused by[...]

The S & P 500 (Total Return) Index gained 1.35% in the quarter. This was no mean feat considering what[...]