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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.
We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
Have you watched The Dow thinking why your stock portfolio is acting differently? Have you wondered what to expect in good markets or bad? Learning simple facts about indices, benchmarks, and performance strategies will shed light on many questions.
Is October the worst month of the year for stocks, or has it taken the blame for September? Sensationalism is a mainstay of articles on seasonal or calendar investing. We’ll take an objective, Coherent approach to stock market seasonality.
Will the Fed raise short-term rates this year? How have their decisions affected stock and bond markets? The salient question is what the market thinks The Fed will do. Get ready for some objective answers.
If you have a retirement plan account such as a 401k, 403b, or 457b, then like most people you probably have several questions about managing the plan investments. In my experience, most people just don’t know where to start. There is a logical, rational, and simple approach to selecting your investments and allocating money to them.
June brings some extra dividends from funds which pay semi-annually. It’s also when investors have more difficulty understanding their account statements. A basic knowledge of dividends and how they’re reported can replace frustration with understanding.
