Hire an Investment Advisor or Go It Alone?

After reading Rick Ferri’s recent Forbes article ‘Who Cares What The Dow Did Last Week?’ one may question the validity of hiring an investment advisor. With the numerous financial tools … Read more

Posted on December 16, 2009 by

Diversification Found with Multiple Asset Classes

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

Posted on December 16, 2009 by

Index Funds: Part of a Winning Investment Strategy

In Fortune Magazine’s just released 2010 Investor’s Guide, investing in index funds is seen to be a winning strategy. One can build a portfolio with broad based index funds or … Read more

Posted on December 16, 2009 by

Retirement Plans: Some Advice from CNN Money

I saw a great post about retirement plans in CNN Money the other day by Walter Updegrave who is Money Magazine’s senior editor. He makes alot of suggestions about investing … Read more

Posted on December 11, 2009 by

Asset Class Description: Emerging Market Stocks

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

Posted on December 11, 2009 by

Asset Class Description: US Treasury Bonds

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

Posted on December 10, 2009 by

Asset Allocation 101 According to David Swensen of Yale

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

Posted on December 10, 2009 by

ETF Portfolios: Is it time to invest in banks? Look at PJB

With President Obama at the helm it seems as though the light might be shining on the economic horizon. If you’re of this opinion then now might be a good … Read more

Posted on May 5, 2009 by

ETF Stocks: Can you beat SPY? How to benchmark your performance

If you are picking stocks for your own portfolio, then you are competing against all of the smart stock pickers in the world. In fact, when you’re buying or selling, … Read more

Posted on February 16, 2009 by

ETF Portfolios: Even In This Economy — Everyone Has To Eat!

It’s hard to decide where to place your investments these days with some of the traditional safe bets not feeling so safe. One thing is for certain, people will continue … Read more

Posted on January 28, 2009 by