Oblivious
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on the Bogleheads on Investing Podcast, Acting as Executor of an Estate — Oblivious Investor
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Rick Ferri recently interviewed me for the Bogleheads on Investing podcast, to discuss my book After the Death of Your Spouse: Next Financial Steps for ...

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Drawing Upon Your Investment Memories — Oblivious Investor
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Regardless of what is currently happening in the market, what you think about it and how you feel about it is going to be influenced by your own personal ...

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Why Most Financial Planners Don’t Offer Very Short Engagements — Oblivious Investor
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One question I receive regularly is why most financial planners don’t offer an option for an engagement that consists of just a one-hour paid phone call, to ...

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Will Brokers Have to Stop Calling Themselves Financial Advisors? — Oblivious Investor
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Right now, there is no regulation of the term “financial advisor.” Essentially anybody (insurance agents, brokers, etc.) can refer to themselves as a ...

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What To Do During a Stock Market Downturn — Oblivious Investor
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First a brief announcement: The 2025 edition of Social Security Made Simple is now available. Relative to the previous (2022) edition, there are of course ...

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When Does Sequence of Returns Risk Recede? — Oblivious Investor
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If you’ve read much about retirement planning, you’ve encountered the concept of sequence of returns risk, which is the idea that the order of returns your ...

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Using TIPS Funds as a Social Security Bridge — Oblivious Investor
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A reader writes in, asking:“This might be a question other people have too, but it’s certainly on my mind: you’ve spoken a lot about social security bridges ...

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Morningstar’s Latest Retirement Spending Research (as it Relates to Social Security) — Oblivious Investor
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A reader writes in, asking: “Could you please clarify Morningstar’s new findings from Jason Kephart that delaying social security until age 70 while using ...

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iShares Core Allocation ETFs vs. Vanguard’s LifeStrategy Funds — Oblivious Investor
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A reader writes in, asking: “I recently learned about the ‘core allocation’ ETFs from iShares. I haven’t seen these discussed before on Bogleheads or ...

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ACATS Transfer Fraud — Oblivious Investor
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For years I’ve been of the opinion that it’s a good idea not to check your investment accounts very often, as it leads many people to participate in one ...

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