Passive

Passive Muni Investors: Is Your Strategy Missing the Mark?

Investment Tips /
Passive Muni Investors: Is Your Strategy Missing the Mark?

(Image credit: Getty Images) With more than $4 trillion in assets and growing, the municipal bond market is the main engine of public finance, fueling infrastructure, education and essential services nationwide. Despite its scale and essentiality, the market remains fragmented and heavily influenced by retail investors, resulting in inefficiencies that present opportunities for active management. […]

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6 Ways I’ve Diversified My Passive Portfolio in Search of “Perfection”

Real Estate Buying & Selling /
boxes labeled with investment types

In This Article Every time I’ve tried to get “clever” and pick “the next hot investment,” life crammed some humble pie down my throat. I don’t do that anymore.  In my stock investments, that means broad index funds instead of picking individual stocks. Large cap to small cap, U.S. to international, every industry: I’m in

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How Much Passive Income is Enough to Retire With?

Real Estate Buying & Selling /
retirement plan

In This Article Most high-income professionals and business owners have no idea how much monthly income they actually need to retire—or worse, they’re relying on flawed internet formulas or ballpark guesses. While $10K/month sounds good, inflation, healthcare, and a longer-than-expected retirement blow up that number. This is the moment to fix that. I’ll walk you

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