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Introducing a Rent Vs Buy calculator that compares the relative cost of renting and owning. Project the after-tax net worth of a real estate purchase and the after-tax net worth of an equivalent renter’s investment portfolio side-by-side.
Financial Planning Assumptions (Market Capitalization Weighted Portfolio)
Financial Planning Assumptions (Factor Tilted Portfolio)
Financial Planning Assumptions for Market-Cap Weighted and Factor-Tilted Portfolios (Methodology Guide)
The Passive Vs. Active Fund Monitor (2023)
Permanent Life Insurance
Finding and Funding a Good Life
Optimal Compensation, Saving, and Consumption for Owners of Canadian Controlled Private Corporations
The Passive Vs. Active Fund Monitor (2022)
Goals Survey Summary
Dimensional Equity Funds
The Passive Vs. Active Fund Monitor (2021)
The Passive Vs. Active Fund Monitor (2020)
“Buy the Dip”
Expected Investment Returns
Five Factor Investing with ETFs
The Value Premium: Fact or Fantasy?
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