SWPs: A Smart Retirement Tool, Or Risky?
Systematic Withdrawal Plans have emerged as one of the most compelling yet complex retirement income strategies in today's evolving financial landscape
Jason Kirsch
Jason Kirsch is a financial author and investment advisor based in Portland, Oregon, dedicated to helping individuals gain greater control over their financial lives. His book, The Millennial Advantage: How Millennials Can (And Must) Be The Next Great Generation Of Investors, spent 35 weeks as a bestseller in 2010, offering a modern roadmap to long-term wealth-building. Jason has contributed to leading financial publications, including Forbes and Seeking Alpha, where his work focuses on practical investing strategies, behavioral finance, and portfolio optimization. Through his writing, he aims to make investing more accessible, actionable, and aligned with real-life goals.
Recent Content By
SWPs: A Smart Retirement Tool, Or Risky?
Systematic Withdrawal Plans have emerged as one of the most compelling yet complex retirement income strategies in today's evolving financial landscape
Catastrophe Bonds: A Hard Look at the Investment Case for Advanced Allocators
The catastrophe bond market has quietly matured into a $50 billion asset class; yet, many sophisticated investors still view it as an esoteric corner of the alternative universe
Catastrophe Bonds: A Hard Look at the Investment Case for Advanced Allocators
The catastrophe bond market has quietly matured into a $50 billion asset class; yet, many sophisticated investors still view it as an esoteric corner of the alternative universe
How Gen Z and Lower-Income Earners are Shaping Income Investing
The democratization of investing is fundamentally reshaping income strategies in ways that traditional financial advisors and asset managers are only beginning to understand
How Gen Z and Lower-Income Earners are Shaping Income Investing
The democratization of investing is fundamentally reshaping income strategies in ways that traditional financial advisors and asset managers are only beginning to understand
School District Bonds Rally as Federal Funding Cliff Approaches: Investors Eye 8%+ Tax-Equivalent Yields
Municipal bond investors are increasingly focusing on K-12 school district debt as a confluence of market factors creates compelling opportunities ahead of a looming federal funding cliff
School District Bonds Rally as Federal Funding Cliff Approaches: Investors Eye 8%+ Tax-Equivalent Yields
Municipal bond investors are increasingly focusing on K-12 school district debt as a confluence of market factors creates compelling opportunities ahead of a looming federal funding cliff
Cash-Secured Puts in the New Rate Reality: Rethinking Risk Premiums When Cash Pays 5%
The math that made cash-secured put writing attractive for the better part of two decades has fundamentally shifted
Cash-Secured Puts in the New Rate Reality: Rethinking Risk Premiums When Cash Pays 5%
The math that made cash-secured put writing attractive for the better part of two decades has fundamentally shifted
Portfolio Construction for Income: Barbell Strategies in Today's Market
Sophisticated investors can enhance basic barbell strategies through options overlays, currency hedging, and sector rotation techniques that optimize risk-adjusted returns
Portfolio Construction for Income: Barbell Strategies in Today's Market
Sophisticated investors can enhance basic barbell strategies through options overlays, currency hedging, and sector rotation techniques that optimize risk-adjusted returns
Retiring in an Age of Uncertain Inflation
Today's retirees are navigating uncharted waters. You're dealing with longer retirements, volatile markets, and inflation that behave differently than historical patterns suggest.
Retiring in an Age of Uncertain Inflation
Today's retirees are navigating uncharted waters. You're dealing with longer retirements, volatile markets, and inflation that behave differently than historical patterns suggest.
Hidden Risks in "Safe" Income Vehicles: REITs, Utilities, and BDCs
The pursuit of stable dividend income has driven billions of dollars into seemingly safe havens: Real Estate Investment Trusts, regulated utilities, and Business Development Companies
Hidden Risks in "Safe" Income Vehicles: REITs, Utilities, and BDCs
The pursuit of stable dividend income has driven billions of dollars into seemingly safe havens: Real Estate Investment Trusts, regulated utilities, and Business Development Companies
The Dividend Triangle: Balancing Yield, Growth, and Safety
Most dividend investors make a critical mistake: they optimize for one dimension while ignoring the complex interplay between yield, growth, and safety
The Dividend Triangle: Balancing Yield, Growth, and Safety
Most dividend investors make a critical mistake: they optimize for one dimension while ignoring the complex interplay between yield, growth, and safety
Beyond the September Effect: Mastering Your Mind in Volatile Markets
As September approaches, the investment landscape often brings the historical 'September Effect' – a period of perceived market weakness that has plagued investors for decades.
Beyond the September Effect: Mastering Your Mind in Volatile Markets
As September approaches, the investment landscape often brings the historical 'September Effect' – a period of perceived market weakness that has plagued investors for decades.
Event-Driven Income: Exploiting Dividend Timing, Buybacks, and Special Payouts
Successfully implementing event-driven income strategies requires disciplined execution frameworks that account for market timing, position sizing, and risk management
Event-Driven Income: Exploiting Dividend Timing, Buybacks, and Special Payouts
Successfully implementing event-driven income strategies requires disciplined execution frameworks that account for market timing, position sizing, and risk management
The Macro Overlay: How Rates, Debt, and Inflation Shape Dividend Durability
The macro overlay approach doesn't eliminate the need for fundamental analysis, but it provides essential context for evaluating dividend sustainability
The Macro Overlay: How Rates, Debt, and Inflation Shape Dividend Durability
The macro overlay approach doesn't eliminate the need for fundamental analysis, but it provides essential context for evaluating dividend sustainability
When Seven Companies Control the Market: The Magnificent 7's Grip on Your Portfolio
The Magnificent 7 – Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla – have grown so large that they collectively represent about 36% of the S&P 500's total value
When Seven Companies Control the Market: The Magnificent 7's Grip on Your Portfolio
The Magnificent 7 – Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla – have grown so large that they collectively represent about 36% of the S&P 500's total value
Tariffs Revenue Vs. Income Tax Revenue Vs. Property Tax Revenue
The Trump administration's tariff experiment represents one of the most significant shifts in U.S. trade and tax policy in decades
Tariffs Revenue Vs. Income Tax Revenue Vs. Property Tax Revenue
The Trump administration's tariff experiment represents one of the most significant shifts in U.S. trade and tax policy in decades
Bitcoin's Market Dominance: When One Cryptocurrency Rules Them All
Bitcoin continues to maintain an iron grip on the crypto market, commanding roughly 60% of the total cryptocurrency market capitalization
Bitcoin's Market Dominance: When One Cryptocurrency Rules Them All
Bitcoin continues to maintain an iron grip on the crypto market, commanding roughly 60% of the total cryptocurrency market capitalization
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Popular Articles
1
Vanguard Goes Hard Into Active Fixed Income
Aaron Levitt
|
Vanguard's continued expansion into active fixed income ETFs underscores the growing belief that...
2
News
The AI Boom Nobody's Pricing as a Credit Story
Jason Kirsch
|
The AI boom's biggest risk isn't in the stock market—it's in the trillion-dollar...
3
High-Yield Munis May Be the Better “Junk Bond”
Aaron Levitt
|
High-yield municipal bonds offer investors a compelling combination of attractive tax-free income, historically...