Tag: rebalancing
Jul 24, 2017
Watch this video on YouTube How much value does a fiduciary financial planner add to your investment portfolio each year? Four percent, according to Russell Investments’ 2017 update to the firm’s annual “value of an advisor” analysis. If you do...
Dec 7, 2015
Watch this video on YouTube As I pointed out last week, research shows that most investors and investment advisors woefully underperform the markets. How woeful is woeful? Over the past 30 years, it meant leaving an average of $7,100 per year on the table for every...
Nov 30, 2015
Watch this video on YouTube Over 25 years of writing this column, I have often discussed the value of a static buy-and-hold asset allocation with periodic rebalancing. This means investing specific percentages of your portfolio in several asset classes (a few of which...
