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How to Write Your Very Own Investment Policy Statement – Getting Started

Thursday, May 29th, 2008

In his book, Optimal Investing (Affiliate Link), Scott Frush writes this about the importance of having an Investment Policy Statement: Much like a blueprint for building a house, an Investment Policy Statement serves as the blueprint for building your optimal portfolio. This policy is crucial to the long-term achievement of your specific financial goals. First […]

Should You Manage Your 401(k) Yourself?

Friday, May 9th, 2008

This question comes to us from a guy I have known my entire life: I read your article the other day Should Portfolio Rebalancing Be Considered Market Timing? and it got me thinking about my 401k balance. I’m turning 40 next month and am looking at my 401k balance, thinking should someone with my level […]

Why Stocks Are for the LONG Term

Wednesday, May 7th, 2008

My company just sent out the performance numbers for all of the top indexes we follow; they do this each month to keep all of us in the know about how the market is performing. I was really surprised by what I saw. I knew stocks were down year-to-date, but I didn’t realize by how […]

Should Portfolio Rebalancing Be Considered Market Timing?

Monday, May 5th, 2008

I’m in the midst of reading a new book by Christopher Jones titled The Intelligent Portfolio (Affiliate Link). Jones, who is the Chief Investment Officer of Financial Engines, writes that people who invest using a fixed-proportion portfolio (i.e. 70% stock/30% bond portfolio) are essentially market timing when they rebalance their portfolios. Why? Because the act […]

Investing For the Long Term – What’s a Good Portfolio Allocation?

Wednesday, April 9th, 2008

I received this email from a reader: I was wondering if you could do a post on what you think would be a good long term stock portfolio allocation. I saw an earlier post of yours on Kiplinger’s 2008 recommended allocation and tweaked it a little to create the allocation below. Like Kiplinger’s allocation, I […]

It’s Not Always Necessary to Shoot For the Moon

Tuesday, April 1st, 2008

In a paper on the importance of having an investment policy statement*, Larry Swedroe gave the following example that illustrates that it’s not always necessary to shoot for the moon when investing to meet a goal like retirement: In a discussion with a new client, a 55-year-old investor I learned the following: He currently had […]

MBN Group Writing Project: Yearend Money Moves – Time to Rebalance Your Portfolio

Monday, December 17th, 2007

This entry is my contribution to the MoneyBlogNetwork group writing project. This project is focused on year-end money moves. It’s time to start saying goodbye to 2007 and get ready for 2008. The yearend is a great time to make adjustements to your portfolio. We call those adjustments “rebalancing.” The easiest way to understand the […]

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