Retirement Income Planning with Portfolio Optimization Steps

Advanced Retirement Income Planning, using Asset Optimization for Income Consistency

Investing wisely and with a perspective of peace, trusting God and making informed decisions.

The nitty gritty of optimizing the Aggregate Portfolio

Stocks Boom, Oil Busts, and Bonds Hesitate

A throwback to June 2025, you can listen to the integration of current headlines with economic and investment themes. Finally, consider the "zoom out" response of examining the big picture for real, potential risk-reward issues, not short-term trades and headlines.

All about Exchange Traded Funds

Excellent summary of annuity considerations for the investing public.

Excellent summary of annuity considerations for the investing public.

Remember price versus value? How can you know what value looks like when it comes to your investment plan?

Measuring the value of risk and return across the entire portfolio, and discovering if there was any value added in the construction process.

Evaluating the Universal Pie Chart for Risk, Return & Correlation.

Brief summary on the benefits of asset aggregation, diverification, and soon... asset optimization.

Asset aggregation is foundational to investment planning. It gives investors a universal view of their holdings and transactions, and creates an ongoing monitor for universal analysis.

Aaron Kolkman's classic work on Mean Variance Optimization - explained, illustrated, and shared.