Like a volcano, markets go through phases: they do very little and then suddenly they spit fiery lava. With new problems being introduced each day, be it Greek debt or … Read more →

On May 6th of last week, the markets shocked the world with a never-seen-before event – a 1000-point drop in a mere sixteen short minutes. During those brief moments and … Read more →

Retirement planning is a subject full of irony: the younger you are when you start investing for it, the more likely it is that you’ll retire with plenty. But when … Read more →

If you don’t already have your television set to record Jean Chatzky’s Money 911 segment on NBC’s TODAY Show, you might want to as she continues to speak about timely … Read more →

Asset Allocation is being mistaken form tactical allocation. “It’s the financial fantasy for a post-crash world: Wouldn’t life be grand if you could own one mutual fund that invested in … Read more →

As you review your returns for the last year, and possibly the last decade, you may agree that retirement investing was dealt a hard blow; what you may not be … Read more →

Of the ‘7 mistakes fund investors make most’ revealed in Chuck Jaffe’s recent article in MoneyWatch, focusing too much on a fund, and not enough on the portfolio, brings to … Read more →

Stocks in companies in the 30 or so “emerging” markets are dominated by Asia (predominantly Taiwan and Korea) at over 50%, Latin America (20%), Africa and the Middle East (20%) … Read more →

Perhaps the most core asset class any investor needs for diversification in an ETF portfolio are US Treasury Bonds. Owners of treasuries have an investment in a portion of the … Read more →

In David Swensen’s “Unconventional Success” he covers asset allocation 101 touching on the topic of diversification and the importance of rebalancing, especially for beginners. The following paraphrases from David Swensen’s … Read more →