Your asset allocation demonstrates your investment strategy including your risk tolerance, goals, investment time frame, etc. How does a pie chart demonstrate all these factors? It provides clues according to current agreed upon rules of personal financial investment.
If you have money left after 401k and IRA contributions, what’s the next best place to invest it? Come follow my posts on how to manage your personal finances. It’s worth a few minutes of your day.
In part 1 of this post I talked about the “rule of thumb” I follow when I design a portfolio. Here are some portfolio suggestions …
I think this is the most frequent question I hear in regarding personal finances. What should I buy into my portfolio? This was a question that I have contemplated for years.
Asset LOcation is where your asset is located. For example, if you are buying $10,000 of Vanguard Total Market Fund today, what’s the best account to put this investment in? Your 401k or your Roth IRA? The answer of this question is what I’m going to discuss in this post.