We were honored that Rob Silverblatt at U.S. News & World Report listened to us and rigorously dug deep with us into the powerful secret of event based rebalancing over … Read more →

The news about retirement portfolio investing this week has been a little light, so we start with the lighter side. Kiefer Sutherland’s misfortune is not funny, but we’ve watched our … Read more →

Many do not flinch at paying 1-2% of their asset in fees to a financial advisor, but if one were to better understand the Law of Compounding one might look … Read more →

In a recent USA Today article, Exchange traded funds are a low-cost way to build portfolio, John Waggoner does a great job of outlining the benefits of ETFs, advising what … Read more →

Exchange traded funds, more commonly referred to as ETFs, are gaining momentum on the investment front as more people consider ETF investing as part of their financial mix. According to … Read more →

ETF stands for Exchange Traded Funds — these are funds that trade on the stock exchange just like any stock. And you follow the same procedure at your online broker … Read more →

Investing for beginners, as well as those more financially savvy, can oftentimes be a daunting task as there are many investment choices and unfortunately many schemes making promises that can’t … 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 →

A recent New York Times article ‘For Financial Advice, Arriving at the Right Dosage’ is an informative piece describing various options for getting low cost financial advice from an investment … Read more →

There appears to be momentum gaining behind retirement portfolios adding exchange traded funds (ETFs) to their investing mix. As discussed in a recent article ETFs Make Inroads With 401(k) Investors, … Read more →