Asset Allocation

Financial Planning: Rules of Thumb

The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to…

Read More

Five Core Principles for Investors

Here are five core principles every investor should keep in mind: 1. DIVERSIFICATION: Diversification is how you limit the risk…

Read More

Investment Strategy…using an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…

Read More

Financial Advice…on an Index Card

Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…

Read More

Maximizing After-Tax Investment Returns through Asset Location

You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…

Read More

Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes

When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring.  Investors…

Read More