Tag: rebalancing
Jul 24, 2017
Financial Planning Value By the NumbersWatch 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...
Dec 7, 2015
How to Protect Your Investment Strategy From YourselfWatch 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...
Nov 30, 2015
Brain Can Sabotage Buy-and-Hold Investment StrategyWatch 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...
