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Retirement Planning is a Marathon, Not a Sprint
The investment world is fast-paced. Information travels at the speed of light from one capital market to another, keeping asset prices and portfolio values in perpetual motion. Financial news sources...
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Feeling Lukewarm About Bonds? Try Multi-Strategy Funds
The stock market is back in bull territory and you want to get in on the action, but you are also concerned about volatility and risk. How can you minimize the inherent risk of the stock market,...
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Does The “Great Rotation” Really Exist?
A lot of the chatter you hear in the daily financial news is not useful if you’re an investor with long-term goals like retirement planning. “What’s hot and what’s not” won’t make much of a lasting...
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Three Steps to Better Asset Allocation
We’ve said it before, and we’ll say it again: Asset allocation is the most important decision (or set of decisions) you make about your portfolio. It’s a statement we never get tired of repeating here...
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Are Balanced Funds Right for You?
When you cut through all the financial jargon, your investment decision comes down two things: how much do you want your investment to earn over some period of time and how much risk are you willing to...
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Bargain-Hunting: Why Value Investing is a Solid Strategy
What is value investing? Let’s start with a basic definition, because the term gets widely used and misused. Value investing involves identifying assets that are intrinsically worth more than their...
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Don’t Let Your Mind Lead You Astray When Investing
It’s no big secret that humans are prone to financial mistakes. If we were the perfectly rational creatures depicted in economics textbooks, then our world – and our checkbooks – would be tidier and...
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What’s a Sector-Specific Fund?
There is a certain type of investor who doesn’t fancy sitting glued to a Bloomberg terminal every day but who still wants to intellectually engage with the market and make some active portfolio...
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How to Know If You Hold the Right Equity Funds
Equity funds (like stock funds) are an important part of your retirement portfolio. Equities have historically outperformed fixed income securities (like bonds) over long time periods. What does that...
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Do You Need A Retirement Advisor?
Most of us are doing our own retirement planning, a recent survey conducted by Jemstep found. Jemstep, along with research group Harris Interactive, conducted a survey of 2,309 working-age Americans....
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How to Stay Sane in a Volatile Market
Asset markets can be unsettling. The stock market feels volatile, directionless and buffeted by multiple variables. Even the most seasoned veterans can feel anxious about market cycles. These three...
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Should Commodities Be A Part Of Your Retirement Portfolio?
Commodities are relatively high-volatility assets that tend to have different trading patterns than equities. Because they have a “low correlation” to equities, commodities can be an important part of...
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Create Habits to Make Good Financial Decisions
Every morning we wake up knowing that throughout the day – more than once – we will have to make financial choices. Heading out of the driveway, we cast a quick glance at the gas gauge and make a...
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Five Things You Should Know About ETFs
Exchange-Traded Funds (ETFs) have grown over the past twelve years, from less than $100 billion in 2000 to over $1.2 trillion in 2012 for the U.S. market alone. Are they right for you? Here are five...
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Is It Dangerous To “Play the Market”?
You know that the best recipe for long term investment success is a patient, disciplined approach. That’s all well and good, but sometimes you feel that something is going on in the market, and you’d...
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Which ETFs Are Best for You?
Recently we chatted about Exchange Traded Funds (ETFs), describing how they are different from mutual funds. ETFs can be an important part of your investment portfolio. They are as easy to buy and...
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How to Be Ready for Your Major Life Goals
Did you know that there’s a phrase that describes your major life goals – like sending your child to college, buying a second home, launching your own business and retiring on a tropical beach? The...
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Spring Cleaning: Tidy Your Retirement Portfolio for Tax Season
We may not like paying taxes, but every March we start thinking about tax-related issues as the annual deadline looms. March is also the time of year when we spring clean – figuring out how to...
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How ETFs Can Help Your Asset Allocation
If there’s one lesson we hope you get from reading our blog posts, it’s this: Asset allocation is at the heart of portfolio management. Want risk-efficient returns over a long time period? Diversify...
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How to Set Up a Strong Retirement Plan
We recently wrote about where to stash your retirement savings. Once you’ve made that decision, the next big item on the agenda is deciding how to allocate that money. Asset allocation is widely...
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