How Should Your Non-Core Portfolio Look?
I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and…
I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and…
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…
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…
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…
What do investors love and what do they hate? Where are they putting their money? Analyzing the money inflow/outflow data for ETFs gives us some clues.…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
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…