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: Benefits of 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 [...]
Tracking 9 ETF Portfolios – Surprise Winners and Losers So Far in 2008
Thursday, September 11, 2008
The famous professors at Yale have proven that asset allocation accounts for 90% of a portfolio’s return and that stock picking and market timing account for less than 10%. So what a great time to look at how different asset allocations are faring in this market!
In 2008 it turns out that asset allocation decisions have everything [...]
Barron’s Online – 3 Ways Investors Ruin Their Nesteggs
Thursday, March 6, 2008
by Karen Hube
Monday, March 17, 2008
These are scary times for investors trying to shore up their retirement
portfolios. Stocks’ values are down, inflation is ticking up and home prices
are sliding. But as investors nervously eye all that, they may be overlooking
the biggest threat of all: themselves.
“How you react to negative news about the markets can do [...]
Where One Billionaire Has Allocated His Assets
Sunday, January 6, 2008
I
had lunch with T.S. at the end of 2007, who made his fortune founding and building technology companies. T.S. is one of the smartest and most dynamic
entrepreneurs I’ve ever met who now approaches philanthropy with as
much drive as he did his business. One hallmark of T.S.’s success is his ability to surround himself with the [...]
