UGMA

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 …

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3 Telltale Signs of Disorderly Portfolio

Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors are old, some are young. Some have years of investment experience and others are novices. Some are risk averse, while others are not. I’ve analyzed 401(k) plans, traditional IRAs, Roth IRAs, 403(b) retirement …

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