White Papers
Replacing Constant-Horizon Bond Funds with Target-Maturity Bond Funds
Contents
This white paper examines how target-maturity bond funds can replace traditional bond-fund portfolios, giving investors greater control over maturity, rate sensitivity, terminal value, downside floors, and future portfolio decisions while maintaining comparable fixed-income returns.
Rain Dog's Investment Forecast Model 2026
Contents
See details of Rain Dog’s proprietary Investment Forecast Model (IFM) including its seven elements of portfolio optimizer, capital markets model, tax model, investor decision making, personal utility function, investment strategies, and goal optimizer.
Rain Dog's Investment Strategy
Contents
See the details of Rain Dog’s investment strategy with our emphasis on holistic wealth management, active tax management, disciplined use of Modern and Post-Modern Portfolio Theory, and strategic asset allocation.
Field Notes
Field Notes contain observations about investment design, tax strategy, equity compensation, retirement planning, and other topics of interest to Rain Dog’s clients.
Decision Briefs
Decision Briefs are prepared primarily for Rain Dog’s internal documentation and secondarily for compliance and record-keeping purposes. They are provided here for sake of offering transparency into Rain Dog’s methods and approach.
