It’s Time to Evaluate Your Portfolio
When investors are feeling good about the stock market, like they are now, it’s time to evaluate your portfolio. As Warren Buffett said, you...
Get Paid During Your Golden Years
With the 10-year treasury at 4.5%, retired and soon-to-be-retired investors are seeing rates they can sink their teeth into for longer—don’t let inertia keep...
“I Can’t Afford to Lose Any More Money,” They Say
As you know from here, here, and here, your investment success may hinge more on how you invest rather than what you invest in....
Just When You Think You’re Diversified
What happens when everyone is invested in the same stuff? When you look at the S&P 500 and compare it to, say, target maturity...
Dick Young to Your Survival Guy: “Diversification Is Discipline”
One of the more common trends Your Survival Guy sees in investment portfolios is a lack of diversification. Through the years, investors add more...
Risk and Reward: An Efficient Frontier
Originally posted July 26, 2018.
The Efficient Frontier, created by Harry Markowitz in 1952, measures the efficient diversification of investments that delivers the highest level...
This is Why Vanguard is Too Big
If you want clear evidence of why Vanguard is too big, then look no further than the money flow into passive index funds. When...
Witness the Raw Power of Diversification
Diversification isn’t only a tool to minimize losses when assets fall in value, it has the power to actually increase your return while lowering...
Can You Double Your Money in a Year? Fail at this, and You May...
Can you double your money in a year? Not many people can. But if you lost 50% of the value of your portfolio, that’s...
Is Your Portfolio Balanced Like a Harley?
With over 100,000 miles of Harley touring behind me, I can assure you of the value of a smooth ride. No one enjoys being...