Blog

19
Sep

Do You Have The Courage To Rebalance Your Portfolio?

Posted by | · · · · | investing

Rebalancing is the act of re-allocating your investments to match your target asset allocation. For example, a new retiree may have an asset allocation of 50% stocks 50% bonds meanwhile a young investor may have a more aggressive asset allocation of 90% stocks 10% bonds. However, over time, depending on how your investments perform, this […]

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22
May

What is Asset Allocation and Why Should I Care?

Posted by | · | investing

Asset allocation is how you divide up your investments among three broad categories – cash, bonds, and stocks. Stocks are ownership of a company, bonds are loans to a company, and cash is cash.   The reason you should care about asset allocation is because it is the most significant factor in determining the future […]

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22
May

Should You Invest in Gold?

Posted by | · · · · | investing

Warren Buffett once summarized our thoughts on this topic perfectly when he said,  “gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head.” To expand […]

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