The best tools for success in investing are: a sound strategy that fits your financial situation and your long-term goals; a diversified portfolio of global equities, fixed income, and commodities;…
October 16, 2014Strategic investing means taking on an appropriate amount of smart risk within a well-diversified portfolio of stocks, bonds, and commodities. A wise investor takes an appropriate amount of smart risk…
October 7, 2014Often, investors allow emotion to overwhelm logic, which drives irrational investing behavior. Certain investments may rapidly climb higher and higher, with a momentum that is fueled by the very hype…
October 1, 2014Too many investors allow their emotions to overwhelm their logic, driving irrational investing behavior. Certain investments may rapidly climb up and up, a momentum that is all the more fueled…
September 24, 2014I investing for retirement with my 401(k), but I want to do more. What else can I do to make sure my assets are best positioned to work for me? Knowing…
September 17, 2014The vast majority of us aren’t taught what do with our money after we make it–besides spend it, of course! To complicate matters, the media bombards us with high-level financial…
September 9, 2014In today’s perpetually plugged-in world, the constant whirlwind of information can easily be overwhelming. This principle certainly holds true in the world of investing and finance: if you’re not well…
September 2, 2014As an investor, you need to be sure that you and your financial advisor are on the same page about your investment strategy, how your portfolio is allocated, and why. The Investment Policy Statement is a key tool that will help you address these issues.
Every investor should have an Investment Policy Statement…
June 10, 2014