All Entries in the "Investing" Category
How and When to Rebalance Your Portfolio
Rebalancing Your Portfolio Forces You to Buy Low and Sell High Most people do a good job creating a portfolio with the right asset allocation strategy, but they often stop there. They set and forget. If you’ve been through any of the recent bear markets you probably know that this can lead to some major [...]
What to do When You Have a Bad Financial Advisor, Planner, or Broker That Isn’t Working in Your Best Interest
Where to Turn When Your Adviser Does You Wrong While I’m not a big fan of how many people quickly jump on the litigation bandwagon for almost anything these days, there are legitimate situations where you may have a case against a bad broker or advisor. Even so, keep in mind that you can’t sue [...]
Three Types of Asset Allocation: Strategic, Tactical, and Core-Satellite – Which is Right for You?
Diversification is the foundation of an investment portfolio. While simply being diversified can’t eliminate risk, it can help minimize your overall risk and protect you from catastrophic losses. But what does it mean to be diversified? Everyone tells us about how we need to diversify our investments, own stocks, bonds, real estate, cash, commodities, and [...]
Avoid Fund Overlap to Achieve True Diversification in Your Portfolio
Identify and Eliminate Overlap for Real Diversification So, you’ve got a nice portfolio with a handful of index funds that include a good mix of growth, value, and various market caps. You’re diversified quite well, right? Not so fast. If you’re like most investors, even though you have a number of funds that you’re invested [...]
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