Blog Archives

Portfolio Report Card: A $200,598 Retirement Plan Stuck in Neutral

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 many people follows this unfortunate pattern. If you’re in this situation, there’s hope.

Before I do a Portfolio Report Card for J.W.

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6 Really Bad and Sad Portfolio Types

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 are architecturally unsound. And for whatever reason, the people who own them are intent on self-destruction.

The Portfolio Report Card method I invented for analyzing and grading portfolios uncovers most of the investment problems that afflict people.

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