Tag Archives: rebalancing
I posted a blog in early January 2014 outlining my seven financial resolutions for the new year. I’ve made some progress, but frankly, I have some considerable work yet to do.
Here’s an update:
Like millions of Americans, I make a list of New Year’s resolutions each year that, come March, are all but out the window. This year, it’s going to be different. I’ve already hopped on the treadmill and made some progress … Read more
Bond funds have generally been on a total return “tear” the past several years, given the sharp decline in U.S. Treasury yields.
Bond fund cash flows have been solid, especially into corporate and municipal bond funds, which tend to carry … Read more
A Wall Street Journal report, published on February 21, notes that small-capitalization stock prices, as measured by the Russell 2000 Index, are nearing an all-time high. But investors aren’t pouring money into small-cap stocks.
The story, “Small-cap rise is big … Read more
I’ve been investing in stocks through mutual funds for more than 30 years. I’ve known all along that periodic swoons come with the territory. I’ve experienced the October 1987 crash, the 2000–2002 bursting of the tech-stock bubble, and the kerflop … Read more
One of the biggest frustrations for investors is that there is one huge factor no one can control—the returns that the financial markets are going to provide in any given stretch of time.
When we first start investing, we probably … Read more
The idea of not making any market moves is based on the assumption that before the bear market started and the recession kicked in, you were rational and had put together a balanced portfolio — diversifying your risks and reflecting your risk tolerance.