History of The Retired Investor

From 1997 to 2011, The Index Investor provided independent analyses and insights each month global macro trends and uncertainties, asset class valuation, portfolio construction for investors accumulating funds for retirement, decision making in the face of uncertainty, and downside risk management

Our subscribers included investment managers, financial advisors, family offices, and sophisticated individual investors.

The Retired Investor launched in 2004 to serve subscribers facing decumulation challenges.

We provided subscribers with advanced warning of the
2008 and 2000 crises.

Both our accumulation and decumulation
model portfolios have performed quite well over the past 16 years, even if you did not heed our May 2007 warning and reduce your exposure to equity markets. You can read more about our track record here.

In 2011, we suspended operations (but left our website and all our briefings and back issues up) when our key writers moved on, either to other publications, or, in the case of contributing editor
Tom Coyne, to spend four years on the Good Judgment Project team, which won the Intelligence Advanced Research Projects Activity’s forecasting tournament, with forecast accuracy that was more than 50% better than the tournament's control groups. The team's experience is described in Professor Philip Tetlock's book, “Superforecasting.”

back issues of the Retired Investor, from 2004 to 2011, are still available for free.