Getting Your FIRE Asset Allocation Right. Here‘s Ours (Part 1)
Two Sides of FI
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Navigating Fixed Income Investments in a Taxable Brokerage Account
The chapter explores the speaker's dilemma in allocating assets in their taxable brokerage account, considering options like municipal bonds, market neutral funds, preferred stocks, and treasury inflation-protected securities. The discussion delves into the complexities of choosing bond funds and the importance of diversification, fund managers' performance history, and working with fiduciary financial advisors. It also touches on comparing a finely tuned bond portfolio with a commonly chosen bond fund and the benefits of simplicity in investing versus a more complex portfolio.
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