Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself and focus on what's impacting the performance of your money.
Why do so many people ignore their investment portfolio? Is it because they're... Read More
Investing and gambling share at least one common thread; it's all about odds. And depending on how you build your portfolio of investments, you will either increase or decrease your odds of investment success.
(Audio) The Stock Market's Last 10% Correction + How to Judge Performance... Read More
Many investment portfolios reflect the lives of their owners; they're cluttered, scattered, and completely disorganized.
In my latest podcast, Welcome to Portfolio School!, I talk about how good organization within your investment portfolio contributes to better results. And a big part of being... Read More
From an observer's viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn't have much to worry about. They've got lots of money and that's all that matters.
Unfortunately, this misinformed view isn't just dead wrong, but it incorrectly presumes the... Read More
People do the darndest things. For example, they put their investments in places where they don't belong.
This is a common problem suffered not just by retail investors, but by experienced professionals who are hired to advise them. In each case, there's a poor understanding about the basic... Read More
A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it's not.
Aside from practicing smart asset location and owning investments that designed to reduce tax liabilities (see index... Read More
Selling pressure in the euro has been relentless over the past year and the currency has fallen just over 19% in value. Without surprise, pessimism toward the euro has been building.
Look at these recent mainstream headlines:
Delight or Dread as Euro Falls - New York Times (Mar. 11,... Read More
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this exceedingly narrow view fails to acknowledge that curtailing your portfolio’s cost is only part of the overall puzzle for obtaining... Read More
Multi-asset class funds and ETFs are designed to invest across various asset classes like stocks, bonds, commodities, real estate, and other alternatives.
In the ETF marketplace, examples of these types of multi-asset class funds are the Multi-Asset Diversified Income ETF (NYSEARCA:MDIV),... Read More
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial risk, investment cost, diversification, and taxes. If you’re disorderly when it comes to these aspects of your investment plan, the unwelcome... Read More