Posts filed under: asset allocation

Kerri Anne Renzulli | Time.com | February 19, 2016 Too many funds, too little clarity, and too high fees. This is the first of an occasional series of articles looking at the presidential candidates’ own finances. It was published the...

I am always struck by the financial media’s response to market turbulence. Pundits regularly react to events such as the current European debt crisis or the slow-to-recover US economy as if these challenges are somehow unprecedented, requiring a fundamental change...

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance....

Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth....

Dear Clients, The credit rating downgrade of US Treasuries discussed in a previous communication has come to pass.  Yesterday, S&P lowered the rating for US Treasuries to AA+ from AAA.  As noted in that earlier communication, it is likely that...

A version of this letter was originally sent on July 24, 2011 Dear Clients, I am sure that you have been following with concern the political drama unfolding in Washington around the issue of raising our nation’s debt ceiling. At...

There exists a long-running debate regarding whether it is possible for individual investors to outperform the broader stock market consistently over time. On one side are those who believe that there are investors who have an inherent ability to outperform,...