Rekenthaler Report

Fund Investors Have Been a Steadying Force

If the stock market’s 2020 gyrations bothered them, the numbers don’t show it.

Who Saved the U.S. Stock Market Last Spring?

The help came from an unexpected source.

Some Bond Funds Grow Their Capital Bases, Some Do Not

How the industry's 1999 bond-fund leaders have since performed.

From the Archives: Evaluating Cryptocurrencies as an Investment

If the speculation is removed, is there anything left?

3 Reasons to Own Bonds Directly

And three reasons to choose bond funds instead.

DFA Is Paying the Price for Its Conviction

However, the company's difficulties will likely be short-lived.

Why Become an ESG Investor?

The question is not rhetorical.

Tesla Finally Joins the S&P 500

Thereby making the index even more concentrated, high-growth, and volatile.

From the Archives: Why Growth Stocks Are Winning

Surprisingly, the reason relates to income inequality.

How Will Stock Buybacks Affect Future Market Returns?

The answer is otherwise than appears at first impression.

Can Warren Buffett Forecast the Stock Market?

Yes he can, and perhaps accurately.

3 Lessons About Stock Funds, From the Coronavirus Crisis

Something old, something new, and something out of the blue.

A Stock Market Bubble Is Forming

However, it has not (yet) become a mania.

What is the Neutral Portfolio?

Balanced funds are the standard, but with little justification.

When One Fund Company Buys Another

Such deals rarely benefit fund shareholders.

Retirement Income: Assessing the Odds

Graduating from a spreadsheet to simulations.

The Retirement Income Puzzle

When outperforming your portfolio's withdrawal rate isn't enough.

How Have U.S. Household Incomes Fared?

Judging by the cold data, as opposed to hot air.

The Math for Retirement Income Keeps Getting Worse

Revisiting the 4% withdrawal rule.

Considering Bond Alternatives: Preferred Stocks and Utilities

Higher income and likely better returns, but with greater risk.

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