My retirement portfolio generated a record amount of realized returns for 2025, earning me >$175k in tax-free income, and bringing my 5-year average annual income to $111.5k. I explain how I use ...

This is a long-overdue portfolio performance update piece. Sorry for the delay in writing it. After posting really strong returns in both 2023 (+54.7%) and 2024 (+105.3%), 2025 was a real struggle, ...

The recent bout of market turmoil has many investors on edge. Following President Donald Trump’s tariff announcements in early April, the equity market suffered two of its biggest one-day losses since ...

Last year was solid for all of the core asset classes. US equities, international equities, and bonds all landed in the black. My Model Retirement Saver Portfolios, which are geared to people who are ...