Dynamic Safe Withdrawal Rates In Action

One of my ongoing challenges as a writer is explaining financial concepts in an easy-to-understand manner. With a background in business school and 13 years in banking, financial concepts come naturally to me. Despite writing over 2,500 personal finance articles since 2009 on Financial Samurai, however, some concepts still get misunderstood or provoke readers into […]

Portfolio Monitoring and Investment Tracking

AllInvestView allows you to track your investments and monitor your portfolio. Many successful investors have dull investment strategies that require little monitoring or analysis. For these investors, occasional rebalancing is all that’s required to keep their portfolios on track. But if you invest in individual stocks, bonds, and crypto, analyzing your investment returns requires more attention. And […]

How To Track Unusual Options Activity

Options trading offers interesting opportunities to educated and savvy investors, with the potential to profit from swings in market prices and other strategies can help protect yourself from losses if an investment strategy doesn’t pan out as expected. But that’s not all you can learn from options trading. By reviewing options trading data, you may […]