General

Truth be told, I thought I had covered Grace Groner on the site already. She fits the dividend millionaire profile to a tee, and hers is one of the better known stories out there. I imagine many of the site’s readers have already come across at least one version of it already. That said, it would be a crime not to have one on the…

It’s a sign of the times we find ourselves in that the most common search terms currently bringing folks to the site are nearly all related to the 1930s. Typically, these new readers want to know two things. Firstly, which stocks held up best during the Great Depression? Secondly, which stocks then went on to rebound the most when it was done?

I had a discussion recently about the profiles of the folks who go on to become secret dividend millionaires. Regular readers know this all from memory by now, but typically these people remain unmarried, childless, display ultra-frugality and extreme longevity. In short, the kind of lifestyle that not many people actually have in the real world.

When folks look back over the past sixty years I think two developments will stand out as being major benefits to ordinary investors. The first is the proliferation of tax-deferred and tax-exempt savings vehicles. It would need its own article, but taking advantage of the benefits of IRAs and a 401(k) plan is now the single best thing you can do in terms of your…

Occasionally I get asked why I don’t write about indexing on The Compound Investor. It’s a good question, and I may do going forward. I mean, two of the most popular assets in 401(k) retirement plans are the Fidelity 500 Index Fund (FXAIX) and the Vanguard 500 Index Fund (VFIAX). There are tens of thousands of individual accounts out there that have $1m-plus stashed in…