The recent research paper, Beyond The Status Quo: A Critical Assessment of Lifecycle Investment Advice, has created a lot of buzz since the paper was published. The authors advise an optimal retirement portfolio that is 100% equities with 33% in domestic stocks and...
There is a simple litmus test to determine if your diversified portfolio will fail. Ask yourself the following questions. Do you understand every single investment in your portfolio? Do you know why you own every single investment in your portfolio? Can you...
There are many mistakes you can make when selecting an asset allocation strategy for your retirement. In this article we will review two serious mistakes an investor can make with their asset allocation strategy. Selecting an asset allocation that does not match...
Choosing an asset allocation is a key decision in any retirement plan. With over 25 years of experience as a financial advisor, I have found that many retirees do not know how much they can make or lose with different asset allocations. The focus of this article will...
Stocks have been in a bull market for sixteen years. Many investors have forgotten what it is like to experience a recession. The current environment reminds me a lot of the year 2000. By the year 2000 the stock market had been in a bull market for eighteen years....
