Category: News
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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How Would a Boglehead Invest in Private Credit?
Investing in private credit presents an interesting question for followers of the Jack Bogle investment philosophy. While a Boglehead traditionally focuses on low-cost index funds and publicly traded securities, private credit exists outside this familiar territory. This asset class, which includes direct lending and other non-bank financing, has gained attention for potentially higher yields in…
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6 Defensive Assets for Your Portfolio in 2025
As economic uncertainties increase, preparing your portfolio for potential market downturns becomes essential. Recent market volatility has already wiped out $4 trillion in stock market value, highlighting the importance of adding defensive assets to your portfolio in 2025. Knowing which assets can provide stability during economic turbulence can help protect your wealth and potentially offer…
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PRIV, the First Private Credit ETF on the Market
A groundbreaking financial innovation has just hit the market with the launch of the SPDR SSGA Apollo IG Public & Private Credit ETF, trading under the ticker PRIV. This first-of-its-kind fund represents a watershed moment for the $1.6 trillion private credit industry, now making these previously exclusive investment opportunities accessible to everyday investors. The new…
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Do I Bonds Fit Into Your Portfolio in 2025?
Assessing the role of I Bonds in your investment portfolio in 2025 is a significant consideration, particularly in an uncertain future when it comes to inflation. These bonds are specifically designed to protect against inflation, which may be a critical factor given the fluctuating rates experienced in recent years. As low-risk investments backed by the…
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What Was the Yen Carry Trade that Unwound on August 5th?
The Yen Carry Trade was a popular investment strategy that took advantage of Japan’s low interest rates. Investors borrowed money in Japanese Yen at very low rates and then invested that money in assets with higher returns in other countries. This strategy allowed investors to profit from the difference in interest rates between Japan and…
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Do I Bonds Fit Into Your Portfolio in 2024? Assessing Inflation-Linked Savings Bonds
Check out our 2025 I Bond post for more insight on inflation and if I Bonds are something you should consider. Assessing the role of I Bonds in your investment portfolio in 2024 is a significant consideration, particularly in an economic climate characterized by uncertainty. These bonds are specifically designed to protect against inflation, which…