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Steve’s Investing Insights

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Using a Lifestyle Reserve To Ride Out Market Storms Thumbnail

Using a Lifestyle Reserve To Ride Out Market Storms

Some call it a liquidity reserve, or less formally, a “rainy-day fund.” I prefer the term lifestyle reserve. Call it what you will … it is extremely important to have one. Your lifestyle reserve consists of high-quality short-term bonds, or similarly dependable, but low-returning assets.

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Stop trying to correct for market corrections — revisited Thumbnail

Stop trying to correct for market corrections — revisited

I never have liked the term ‘correction’ to explain a move in the market indices. By definition it implies that the market ‘got it wrong,’ being under or overvalued. However, perhaps the best course of action is to be guided by your personal financial goals rather than near-term market volatility.

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