Day: April 1, 2015

Portfolio Report Card: A $294,439 Retirement Plan with a Taxing Problem

In this episode, Host Ron DeLegge does a Portfolio Report Card on a 401(k) plan valued at $294,439 for 60-yr old KE from Austin, TX. She owns 9 mutual funds and has six more years to go before retirement. How does her portfolio do when it comes to cost, diversification, risk, taxes, and performance? Find …

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3 Symptoms of a Poorly Diversified Portfolio

What is diversification? How is it obtained? Why does it matter? In his book Capital Ideas Evolving, the great Peter L. Bernstein put it this way: “The future is always uncertain. Consequently, risk management is fundamental to the whole process. Indeed, risk management is the only part of the process under the control of the investor. …

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