Tag Archives | Asset Allocation

It's never a bad time to look at your retirement plan

10 Simple Simple Steps to Pre-Retirement Planning (for any age)

Spelling lists, multiplication tables, practicing your cursive (do kids today even use cursive writing)? Remember leaving school for the day and thinking “I can’t believe I have homework, homework is the worst!” All I wanted to do was go play kick the can with the neighborhood kids.  Not practice geometry. Pre-retirement planning is adult homework. […]

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Do your financial advisor add value

7 Strategies that Can Add Value to Your Investments

Vanguard recently published a paper suggesting a good financial advisor can add up to 3.0% of additional rates of return, net per year, to a client’s account.  That’s 3.0% more than what someone might do on their own. This is Vanguard….  The company that built its empire on low cost mutual fund investing, suggesting that […]

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Asset Allocation and Diversification

Can A Breakfast Menu Explain Asset Allocation and Diversification?

If you are like most people, you’ve likely had experience with both diversification and asset allocation.  The crazy part is you may have never realized it. Think about your favorite breakfast spot.  You typically have many options, so where do you start?  As “N” always asks me, do you want something sweet, or do you […]

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