Have you ever been a part of one of those trusted conversations where you become privy to information that is so powerful it would disrupt the status quo?
Think of the conversations that occur behind closed doors at the White House, corporate boardrooms or U.S. Central Command. We all understand that there are elements of those [...]
Category Archives: Asset Allocation
Behind Closed Doors – The Untold Story About Diversification
Monday, March 8, 2010
Smart Retirement Investing: Using Asset Allocation in Retirement Plans
Sunday, February 28, 2010
If you don’t already have your television set to record Jean Chatzky’s Money 911 segment on NBC’s TODAY Show, you might want to as she continues to speak about timely financial topics that are presented in a very straightforward manner, as recently done in an article about retirement plans and investing options.
For years, my husband and [...]
Asset Allocation vs. Tactical Allocation – Know the Difference
Sunday, January 24, 2010
Asset Allocation is being mistaken form tactical allocation. “It’s the financial fantasy for a post-crash world: Wouldn’t life be grand if you could own one mutual fund that invested in domestic and foreign stocks, bonds, cash, real estate, commodities and currencies, freely shifting investments among categories to take advantage of opportunities, and avoid meltdowns?”
Well, of [...]
Asset Allocation and Portfolio Rebalancing Paid Off
Monday, January 4, 2010
As you review your returns for the last year, and possibly the last decade, you may agree that retirement investing was dealt a hard blow; what you may not be aware of is how portfolio rebalancing made great efforts to lessen one’s losses. Allan Roth of CBS MoneyWatch gave some noteworthy advice for the next [...]
Diversification Found with Multiple Asset Classes
Wednesday, December 16, 2009
Of the ‘7 mistakes fund investors make most’ revealed in Chuck Jaffe’s recent article in MoneyWatch, focusing too much on a fund, and not enough on the portfolio, brings to light the importance of differing asset classes in one’s portfolio.
“Finding good funds isn’t that hard; putting them together in an effective, low-maintenance, diversified portfolio is a lot more difficult. [...]
Asset Class Description: Emerging Market Stocks
Friday, December 11, 2009
Stocks in companies in the 30 or so “emerging” markets are dominated by Asia (predominantly Taiwan and Korea) at over 50%, Latin America (20%), Africa and the Middle East (20%) and some smaller European countries are, collectively, considered an asset class. An investment in emerging markets as part of your asset allocation strategy, is important [...]
