In Plus episode 550, we explain why the yield on the Brookmont Catastrophic Bond ETF (ILS) is so low. We run a simulation analysis comparing a 75/25 portfolio to a 60/40 portfolio with 10 years to retirement. Finally, we discuss the private Fundrise Growth Tech Fund, LLC pending IPO to convert to a publicly-traded closed-end fund, Fundrise Innovation Fund (VCX). … [Read more...]
February 2026 Investment Strategy Review
We review financial market performance, economic trends, and portfolio positioning. We also take a closer look at AI and productivity, and Japan's national debt situation. … [Read more...]
549 Plus: More on Cat Bonds, Gold Rebalancing, and the New Fed Chair Nomination
In Plus episode 549, we discuss historical cumulative losses for catastrophe bonds, the premium/discount experience of the Brookmont Catastrophic Bond ETF (ILS) and questions on why its dividend yield is so low. We also revisit the gold and silver rally and answer a member's question about rebalancing out of gold. Finally, we consider the background and views of newly nominated Federal Reserve Board Chair Kevin Warsh. … [Read more...]
548 Plus: Updated Expected Return Assumptions, Impact of Mortgage Backed Bond Purchases, and Comparing Two Non-U.S. Equity ETFs
In Plus episode 548, we review the updated expected returns and probable ranges for a variety of asset classes over the next decade. We revisit the Plus member tools that utilize those assumptions. We consider the impact of President Trump's charge that Fannie Mae and Freddie Mac purchase up to $200 billion in mortgage-backed securities in order to try to lower mortgage rates. Finally, we compare the Fidelity Enhanced International ETF (FENI) and the Vanguard FTSE Developed Markets Index … [Read more...]
January 2026 Investment Strategy Review
We review financial market returns for 2025 and look ahead to opportunities and risks in 2026. We also review model portfolio returns for 2025. … [Read more...]
December 2025 Live Market Update
In this livestream, recorded on December 18th, 2025, we gave a "Money for the Rest of Us" year in review and discussed updates for 2026. We also discussed major economic and investment topics and trends we expect to see in the coming year. After the presentation, we answered member questions on a variety of topics, including CLOAs, protection strategies for a stock market crash, India ETFs, Money for the Rest of Us Plus' model portfolios, and more. … [Read more...]
546 Plus: CLO Equity and Bank Loan Update, Investing in Retirement, Roth IRA Asset Location
In Plus episode 546, David discusses why CLO equity closed-end funds are selling off in 2025. We also provide an update on SEIX. We answer a member's question about investing more conservatively as they approach retirement. Finally, we look at what assets are appropriate for Roth IRAs. … [Read more...]
December 2025 Investment Conditions Commentary and a Portfolio Trade
We provide an update on financial market returns, economic trends, asset class valuations, and portfolio positioning recommendations. David also discusses his decision to sell Gladstone Land Corporation Preferred Shares (LANDO). … [Read more...]
545 Plus: Japan Fiscal Situation, Comparing Solana and Ethereum, and How Staking Works
In Plus episode 545, we discuss the implications of Japan's 10-year government bond reaching its highest yield since 2008. We also compare the crypto token Solana with Ether and explore how to earn yield by staking them. … [Read more...]
544 Plus: Are Equity Buffer ETFs Adequate Substitutes for a Bond Allocation?
In Plus episode 544, we model various buffer ETF strategies over a 35 year period to see how they perform relative to the bond market. We consider which defined outcome ETF approach could substitute for bonds, and how they compare to deferred fixed annuities. … [Read more...]
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