Archive
Managing Your 401k Part 3
December 28, 2016
Do you lack time for or interest in planning your portfolio holdings in more detail? Or have you been putting off investing in the markets altogether? Balanced and target date funds help simplify the investment process by delegating many decisions to the fund manager.
Financial Planning Introduction
December 22, 2016
Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.
Coherent Investor December 2016
December 15, 2016
After a rough start, 2016 appears to be headed into a good close for equity markets. In this last 2016 issue of the Coherent Investor series, we review possibilities for 2017 earnings. We consider variables from three perspectives, fundamental market drivers such as sales and margins, cyclical and seasonal factors, and finally economic conditions.