"I do certainly agree though that the best (and cheapest) diversifier of equity risk is high quality bonds.”

David Swenson

In This Edition

Boot Camp 2026- Feedback
Truth Teller Jim Dahle- Will Your Retirement Go as Planned?
Latest Podcast- Bootcamp #4 |Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth
Testimonial

Boot Camp 2026 Feedback

I’m ecstatic! The reception to the 2026 Boot Camp Series has been overwhelming. We have never had as many supportive comments as well as great questions. From the questions we are getting I know the Q&A sessions are going to be an important part of the series.

Next week we will be recording Boot Camp #5: "Fixed Contributions: The Million Dollar Home Run of Disciplined Saving, Smart Investment Choices, Patience, and Time” My hope is the recording, article and video on this subject will be a life changer for anyone in their 20s and 30s. Please put your thinking cap on and see if you can make a list of 3 or 4 young people who should read, watch or listen to this presentation.

Maybe you work at a company that wouldn’t mind sending an email blast with a link to whichever presentation you think will work best.

Truth Teller Jim Dahle- Will Your Retirement Go as Planned?

I admire Jim Dahle’s ability to address the realities of life and help people figure out how to survive the unexpected. I think anyone close to or in the early years of retirement will appreciate this article- Will Your Retirement Go as Planned?

Latest Podcast- Bootcamp #4 Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth

How much should you really have in stocks vs. bonds — and what happens when the market turns south with a vengence?

In Boot Camp #4, we break down the fine-tuning asset allocation tables that show exactly how different combinations of equities and bonds have performed from 1970 through 2025. This episode goes beyond average returns and dives into what investing actually feels like during the worst 3-month, 12-month, and 60-month market declines.

You’ll learn:

Why equities have historically dominated bonds for long-term retirement investing
How the S&P 500 compares to diversified strategies like the Four-Fund portfolio
The real impact of worst-case drawdowns (including 50%+ bear markets)
What happens to a 100% stock portfolio during retirement withdrawals
How 50/50, 60/40, and other stock-bond allocations reduce volatility
Why median returns matter — and why averages can mislead
How to control risk through asset allocation, low costs, tax efficiency, and index investing

We explore real historical data — including the 1973-74 bear market, the 2000-2002 tech crash, and the 2008 financial crisis — to help you understand both accumulation and retirement distribution phases.

Whether you're in your 20s building wealth, in your 50s preparing for retirement, or already retired and managing withdrawals, this episode helps you align your portfolio with your risk tolerance, return needs, and long-term financial goals.

If you want to be a confident do-it-yourself investor — without paying a 1% management fee — this episode gives you the framework to make informed decisions about stocks, bonds, diversification, and risk control.

⁠Watch Boot Camp #4 video

Testimonial

I really enjoy and sincerely appreciate your work. Best resource for tactical implementation for DYI investors that are data-driven. Period.
J.S.

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Bootcamp #4 Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth

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Bootcamp #4 Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth

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In This Edition Boot Camp 2026- FeedbackTruth Teller Jim Dahle- Will Your Retirement Go as Planned?Latest Podcast- Bootcamp #4 |Fine-Tuning Your Asset Allocation for Retirement & Long-Term GrowthTestimonial

In This Edition

Boot Camp 2026- Feedback
Truth Teller Jim Dahle- Will Your Retirement Go as Planned?
Latest Podcast- Bootcamp #4 |Fine-Tuning Your Asset Allocation for Retirement & Long-Term Growth
Testimonial