Tag Archives | rebalancing

Managing Household Records

Spring cleaning and tax season go together like peanut butter and jelly. Every year we are faced with decisions about what to keep and what to throw away. How long do I need to keep my tax returns? Receipts? Brokerage trade confirmations? Having a system to find all of these records is just as important […]

Read full story Comments are closed

Rainy-weather Investing: A Lesson From a Fishing Adventure

The weather promised to be unpleasant: cold winds with occasional rain. Such conditions are bad news for just about every activity you might want to do during a Yellowstone Park adventure … with the exception of fly fishing. When we arrived at Yellowstone’s Soda Butte Creek parking area, we were the only fishermen there. This […]

Read full story Comments are closed

Why Does Active Investing Flourish?

Earlier this month, I had the opportunity to run an educational workshop at the SPA/AAP Pediatric Anesthesiology 2015 Meeting. The workshop was entitled “Evidence-Based Investing and Financial Planning.” We covered the 12 most important insights about evidence-based investing and how those insights can be applied to a rational financial planning process. Evidence-Based Investing is the […]

Read full story Comments are closed

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

Read full story Comments are closed

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

Read full story Comments are closed

Does Diversification Still Make Sense?

    After a year like 2014 when one asset class (S&P 500) outperformed almost every other, investors naturally ask themselves whether broad global diversification still make sense. The simple answer is yes. Broad diversification remains one of the best risk management tools available to investors. However, a broadly diversified portfolio’s returns will never be […]

Read full story Comments are closed

Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

Read full story Comments are closed