Beefing up Your Investment Portfolio’s Tactical Side in the Coronavirus Era
The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that…
The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that…
As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well,…
One online dictionary defines the word “fluke” as an “unlikely chance occurrence, especially a surprising piece of luck.” Alternative descriptions include chance, coincidence, and accident. All of…
Sitting atop this year’s performance gainers are leveraged ETFs. These are funds that use a combination of debt and derivatives to magnify their performance. Are leveraged…
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats…
How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at…
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated…
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…
What’s the matter with you and why is it messing up your portfolio? The oft-cited greed and fear characteristics aren’t the only human emotions that…
Around 41% of all 401(k) savers have are using target-date mutual funds (TDFs) and the numbers keep rising. Experts in the financial services industry applaud…
In 2011, the oldest members of the Baby Boom generation reached retirement age and over the next 15 years, around 8,000 Boomers per day will…
During his State of the Union address, President Obama unveiled his new plan to increase retirement savings. The plan is dubbed “MyRA” and is geared…