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Asset Allocation

4 Year-end Portfolio Moves

David A. Dedman | Posted 10.21.2014 | Money
David A. Dedman

October is month when leaves are changing color, there's a nip in the air signaling the beginning of fall, and of course... stock market corrections!

When Investing, Be Mindful Of 'Knowledge' Limitations

Jonathan K. DeYoe | Posted 10.14.2014 | Money
Jonathan K. DeYoe

We have no information advantage. The research tells us that no one can successfully select securities and time the market consistently. By trying, we increase our costs and decrease our diversification.

Is It Time for a Correction?

David A. Dedman | Posted 10.14.2014 | Money
David A. Dedman

I read that it has been over 1,042 days since we corrected 10 percent or more. Holy crap! That's three years!

Online Investment Advice and Robo-Advisers

PaladinRegistry.com | Posted 09.23.2014 | Money
PaladinRegistry.com

The potential for human advisers to recommend unsuitable investment advice due to conflicts of interest is at the heart of the current debate over a uniform fiduciary standard, a measure that would require anyone providing investment advice to the public to always put a customer's interests first.

4 Reasons to Dump Your 401(k)'s Stable Value Investment

David A. Dedman | Posted 08.20.2014 | Money
David A. Dedman

Are you afraid of losing money in the stock market? Lots of 401(k) participants are terrified of losing money after the 2008 credit crisis. The ve...

Move Over Spandex: 10 Resolutions Designed to Better Prepare You for Retirement

Jerry Patterson | Posted 03.31.2014 | Money
Jerry Patterson

Push the spandex and marathon aspirations to the side for a minute. New Year's resolutions shouldn't just be about physical fitness.

Financial Advisors Reveal How They Manage Your Money

Tim Chen | Posted 02.11.2014 | Money
Tim Chen

Hiring a financial advisor means taking a giant leap of faith: here's my hard-earned money, make it grow. You are putting your financial future into their hands. The investment process can seem complicated, convoluted and confusing.

4 Steps to Planning Your Retirement Savings

Women & Co | Posted 08.06.2013 | Business
Women & Co

By Linda Descano, CFA, President & CEO, Women & Co. Conventional wisdom suggests a couple of rules for retirement saving and spending. One rule says ...

With Investments, Diversifying Is Key

Jason Alderman | Posted 04.01.2013 | Business
Jason Alderman

Ever wonder why Mom and Pop stores sell wildly unrelated products side by side, like umbrellas and sunglasses, or Halloween candy and screwdrivers? Customers probably would never buy these items on the same shopping trip, right? That's exactly the point.

The Best, Boring Investment Advice You'll Ever Receive

Dan Solin | Posted 12.02.2012 | Business
Dan Solin

It's unfortunate that most investors succumb to the sales pitch of brokers and advisers who tell them they can "beat the markets." If your broker falls into this category (and almost all of them do), ask her to describe her methodology. If it is based on past performance, is she able to predict tomorrow's news?

Four New Rules for Asset Allocation

Richard Barrington | Posted 10.28.2012 | Money
Richard Barrington

People typically set their asset allocation based on traditional assumptions -- many of which may be badly out of date in today's unusual financial environment.

An Open Letter to Jim Beard, Atlanta's CFO

Dan Solin | Posted 05.06.2012 | Business
Dan Solin

Your police and firefighters put their lives on the line for the protection of the citizens of Atlanta. At the very least, you could educate yourself on basic principles of investing and enable them to retire with dignity.

How to Retire Without Worrying About Social Security

InvestingAnswers | Posted 03.20.2012 | Fifty
InvestingAnswers

Consider your age, your risk tolerance and your income needs. Then decide on the investments that are best suited for you. A well planned allocation strategy may allow you to achieve even the most optimistic retirement dreams.

Europe: Lacking a Long-Term Solution

Gemma Godfrey | Posted 10.14.2011 | Business
Gemma Godfrey

Over the last few days we have seen a tremendous amount of volatility in the markets, epitomizing the lack of clarity with which many investors have struggled.

Why Your Asset Allocation Should Be Flexible -- Like Basketball

Richard Barrington | Posted 10.04.2011 | Business
Richard Barrington

Asset allocation is a little like position assignments in basketball: there are distinct roles, but in reality they become somewhat fluid. Like a bask...

Are Emerging Markets the Next "Bubble"? How to Overcome the Issues

Gemma Godfrey | Posted 05.25.2011 | Business
Gemma Godfrey

We're well aware of the case for investing in emerging markets. However, investor excitement is ignoring the fact that short-term cyclical factors can overshadow long-term structural trends

The Four Most Dangerous Words to Your Portfolio

Manisha Thakor | Posted 05.25.2011 | Business
Manisha Thakor

"How Should I Invest?" are the four most dangerous words to your portfolio. The answer to that question is often given as if one size fits all, when it's anything but.

Recession Investing Tips: How The Downturn Is Changing Investing

AP | MARK JEWELL | Posted 05.25.2011 | Business

BOSTON — Stocks always rise over the long haul. Bonds are for retirees and investors with little taste for risk. Companies rarely cut their divi...

The Investing Secret Your Broker Doesn't Want You to Know

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

There is an asset allocation that is best for you. Based on the risk of that asset allocation, IFA has a recommended holding period that improves your chances of achieving the expected return.

More Talking Points for Clients and Investment Advisers

Norb Vonnegut | Posted 05.25.2011 | Business
Norb Vonnegut

I invest my clients' portfolios by focusing on their cash needs first: renovations to a house, capital calls from other investments, and tuition for example. These discussions are tangible.

How the Enron Disaster Could Have Been Avoided

Ryan Mack | Posted 05.25.2011 | Business
Ryan Mack

Employees are now burdened with the responsibility of planning for their own retirement since defined contribution plans became the norm.

Smart Advice for the HuffPost Investor: Is This the Time to Dump Stocks and Sit On The Sidelines (Part 3)?

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

Many readers had a strong reaction to my advice that you should determine your asset allocation, invest in a properly allocated portfolio of low cost index funds and stay the course during these turbulent times.

3 Rules Of Investing

Money | The Mole | Posted 05.25.2011 | Business

Question: Having just read several of your articles on retirement planning, I have these questions regarding tax deferred and taxable accounts during ...