Retirement
Income
Foundation
Does Your Bond Fund Need Ozempic?
Why a total bond index quietly favors the most indebted borrowers — and what to do about it.
Refinedfi
10 min read
Retirement
Portfolios
Frameworks
The Permanent Portfolio: A Lesson in Diversification
Harry Browne's Permanent Portfolio was designed to survive prosperity, inflation, recession, and deflation without forecasting which would arrive. The framework is essential. The allocation is not.
Refinedfi
7 min read
Retirement
Foundation
Dead Weight: Zombies in Your Portfolio
If your portfolio holds small-cap funds, you're carrying dead weight into retirement. The market has changed.
Refinedfi
5 min read
Retirement
Income
Portfolios
Retirement Income, Reinvented
Most retirement portfolios are built to grow wealth. This one was built to distribute income and survive difficult markets.
Refinedfi
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Latest research
Does Your Bond Fund Need Ozempic?
Retirement
Income
Foundation
·10 min read
The Permanent Portfolio: A Lesson in Diversification
Retirement
Portfolios
Frameworks
·7 min read
Dead Weight: Zombies in Your Portfolio
Retirement
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Retirement Income, Reinvented
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