Investing Resources

Blogs, etc.

Paul Merriman’s site has a ton of great information for investing in passive mutual funds and ETFs. His fine tuning tables allow you to see how various stock/bond allocations have performed each year since 1970.


Standard & Poors produces the SPIVA reports that compare the performance of active management funds against their benchmarks each year. For the 23 year history of the SPIVA scorecards, 64% of active large-cap funds underperformed the S&P 500.


Early Retirement Now - Karsten has a Ph.D. in economics and is well known in the FIRE community for his outstanding Safe Withdrawal Rates series (which is up to 28 posts!).


Warren Buffet's annual letters to shareholders of Berkshire Hathaway.


Michael Kitces is a financial planner and writes the blog Nerd’s Eye View. His research in financial planning topics is very analytical and he has written extensively about retirement planning, safe withdrawal rates, and sequence of return risks. Among many others, I’ve found the below article to be especially insightful: The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone


Oblivious Investor - site by CPA Mike Piper has great content on taxes, accounting, investing, and social security.

Hack Your Wealth – Andrew Chen has excellent articles with detailed and specific advice. He also has a podcast.

Robert Shiller’s online data: http://www.econ.yale.edu/~shiller/data.htm

Jason Zweig – 

Index Fund Advisors – tons of great information on mutual funds and investing.

Bogleheads is an antiquated looking site with a wealth of information from people who share Jack Bogle's investing philosophy.

Ben Carlson's A Wealth of Common Sense blog

Ben Felix's YouTube channel

Investopedia

Portfolio Charts