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Asset Allocation

Correlating Your Portfolio

Feb 24, 2014

Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...

Diversification: Too Much of a Good Thing

Feb 24, 2014

Investing, by its nature, is the goal of taking something and creating an environment in which it will grow. If done properly it will grow...

Diversifying All Your Assets

Feb 24, 2014

When asked how their assets are diversified, most people respond by indicating how much of their portfolio is divided between stocks,...

Make Rebalancing a Habit

Feb 24, 2014

We all know we should rebalance our portfolios periodically to ensure they stay in line with our targeted asset allocation. Why, then, is...

Reevaluating Your Portfolio

Feb 24, 2014

Periodically, you should thoroughly review your portfolio to ensure it is still helping you work toward your investment goals. Follow these...

Using Diversification to Control Volatility

Feb 24, 2014

The past few years have taught investors the meaning of volatility in investing. While investors weren't that concerned about volatility...

Determining the Optimal Rebalancing Frequency

Feb 24, 2014

Within the investment consulting community, it has long been preached that periodically rebalancing a multi-asset class portfolio is a...

Asset Allocation: Could It Really Be That Simple?

Feb 24, 2014

Now we'll discuss how rebalancing also keeps your portfolio in line with your target allocation (which should be based upon your risk...

Rebalancing: Don't Just Stand There, Sell Something

Feb 24, 2014

Rebalancing - using new cash or shifting money to bring your investment portfolio's target allocations back in line annually - is one of...

Realistic Expectations: Staying in the Market

Feb 24, 2014

The only two things that were ever considered to be absolutes in life were death and taxes. I would suggest that we add two other items to...

Portfolio Diversification

Feb 24, 2014

You're almost certainly familiar with diversification, but it is also one of the most misunderstood investment concepts. Diversification...

Asset Allocation Helps to Manage Risk and Return

Feb 24, 2014

When asked by a waitress whether he would like his pizza cut into six or eight slices, Yogi Berra is reputed to have said, "Six. I'm not...

The Keys to Asset Allocation

Feb 24, 2014

Today let's discuss why asset allocation, a basic but often misunderstood aspect of investing, is important. When you invest, you must...

Fine-Tuning Your Entire Portfolio

Feb 24, 2014

When it come to investing, are you a micromanager? Or a hands-off type? Micromanagers obsess over their portfolios. They switch in and out...

Location, Location, Location: A Primer on Asset Location

Feb 24, 2014

In the construction of your portfolio, asset allocation, investment selection, cost containment, and tax efficiency may be the most...

Bumpy Ride Ahead: Techniques for Tempering Market Gyrations

Feb 24, 2014

Global stock markets have had to digest a full plate of unsettling events this summer - everything from the North Korean missile tests...

Are Your Assets Really Diversified?

Feb 24, 2014

You've heard the old investment adage, "Don't put all your eggs in one basket." It's good advice. A diversified portfolio should be at the...

How is Your Investment Diet?

Feb 24, 2014

Just as a healthy "balanced" diet promotes good health for your body, a balanced portfolio promotes healthy investment returns. In matter...

Why Is Asset Allocation Important?

Feb 24, 2014

The theory behind asset allocation is to spread your investments across different asset classes to help protect your portfolio from...

The Importance of Diversification

Feb 24, 2014

Diversification is a tool used by financial professionals to help investors create a portfolio focused on achieving their goals and dreams,...

Your Investment Roadmap: The Investment Policy Statement

Feb 24, 2014

When traveling to unfamiliar territory most people will take along with them roadmaps (the more technical among us might even use a...

Asset Allocation ? Is your Portfolio Really Diversified

Feb 24, 2014

Asset allocation may be the investment equivalent of flossing your teeth, most people know they should do it, but somehow they just don't...

Asset Allocation: A Key to Portfolio Success

Feb 24, 2014

For many investors, investing typically begins with one stock or mutual fund. Over time, other selections are added because many people...

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