Asset Allocation – 2 Styles

Asset Allocation – 2 Styles

Asset Allocation The two dominant philosophies of asset allocating assets are strategic and tactical. The former is best for building wealth when the economic picture brightens, and the latter is better for dealing with uncertainty. Whichever method you favor,...

Weekly Perspective, May 29 2012

Judging by what’s happening in the bond market, it appears that some investors are more concerned about the return of their money than the return on their money.

Does it Make Sense to Invest Outside of the United States?

DOES IT MAKE SENSE TO INVEST OUTSIDE OF THE UNITED STATES? The concept of diversification suggests that you own a diverse group of investments that have uncorrelated return characteristics. One of these diverse groups of investments could include non-U.S. stocks. That...

Rip Van Winkle Slept for Twenty Years . . . , November 14, 2011

RIP VAN WINKLE SLEPT FOR 20 YEARS . . . and he awoke to discover that his world had changed dramatically. The U.S. stock market has been “asleep” for about 13 years now and in another seven, we may find our world is much different, too. In the nearly 13...