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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Tags: 401k, 529 plans, asset class, diversification, funds, investor, IRA, performance, portfolio report card, portfolios, risk tolerance, ROTH IRA, stocks, taxes, UGMA