Diversification: Miscellaneous

Diversification: Miscellaneous

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, please reference our posts from the...
Diversification: Bonds

Diversification: Bonds

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, please reference our post from last...
June 2020 – Market Commentary

June 2020 – Market Commentary

May ended up being a profitable month for our portfolios and a profitable month for the major stock market indexes as well.  We’re still quite a bit ahead of the DOW in our in-house managed portfolios year-to-date. There are a lot of conflicting issues to consider...
Diversification: Stocks

Diversification: Stocks

As the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. (This post will solely cover diversifying stock positions, and we will be releasing a post...
Which is Better a Traditional or Roth IRA?

Which is Better a Traditional or Roth IRA?

Our last two blogs discussed the importance of saving for retirement through our discussion of Time Value of Money, and we also touched on how to budget appropriately for these savings within our Budgeting 101 post.  We will now discuss the differences between two...