Tag Archive: asset allocation

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beat…

Why Investment Services or Subscriptions Probably Don’t Make Sense to Purchase

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I have a friend of a friend who works for a hedge fund and whenever I have a few drinks with him I try to understand what he does.  From what I can gather he has created an algorithm that tells him when to buy and sell stocks, derivatives and currencies on a large scale. …

Be Careful When Attempting Faith Based Investing

Faith Based Investing is starting to get some press and investment companies are hearing the call, creating funds to meet that demand.  While I am Christian (Greek Orthodox to be exact) I am not a hardcore religious guy, so I don’t really get the desire to have a faith based portfolio, but more importantly, I don’t think…

My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

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Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k).  I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account.  I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k), as I…

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

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I had the opportunity to review Mike Piper’s newest book, “Oblivious Investing: Building Wealth by Ignoring the Noise.*”  Mike is the author of a great blog of the same name, Oblivious Investing. The book follows conversations between Shannon, the investing newbie and her wise Uncle Toby.  Every conversation they have starts with small talk and…

Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

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I hope this post doesn’t end up on one of my favorite blogs, Bad Money Advice, but I wanted to actually compare some numbers for people.  Everyone, and I mean everyone tells you to stay the hell away from Whole Life Insurance, I think the main concerns are fees, lack of clarity, and evil insurance…