Asset Allocation

  1. What types of investments are most likely to be found in a Roth IRA (and why)?

    The Most Common Roth IRA Investments

    What types of investments are most likely to be found in a Roth IRA (and why)?
  2. Roth IRAs: Investing And Trading Do’s And Don’ts

    Just what can you invest in in a Roth IRA? And what constitutes a prohibited transaction?
  3. Understanding basics and logic behind a self directed IRA

    Self-Directed IRA: The Right Move For You?

    How to benefit from the self-directed IRA's increased investment opportunities – ...
  4. Dealing With An Underwater Mortgage During Divorce

    Going through a divorce is chaotic enough, but throw in a house with an underwater ...
  5. Are All ETF Correlations Barreling Towards 1. ...

    Since the S&P 500 hit 2011 on September 18, it has forfeited 4.1%. Though that may ...
  6. Making A Move With Bond ETFs

    I talk a lot about how you can use ETFs to build bond portfolios in the current market ...
  1. 3 Allocation Strategies To Realign Your Portfolio

    Protect your investments from the looming inflation of the U.S. dollar.
  1. The BEST definition of a benchmark portfolio is:

    The BEST definition of a benchmark portfolio is: a) A preset list of securities to be used to compare the performance of ...
  2. How do I know when to "rebalance" my investments?

    In order to have a disciplined approach using "rebalancing style" investing, you must first setup a defined model that specifies ...
  3. The primary reason for an IA to rebalance a client’s portfolio is to:

    A. ensure the portfolio matches the asset allocation chosen for the client's risk tolerance and objectives. B. increase portfolio ...
  4. Why should investors pick less risky investments as they approach retirement?

    Investors must decide for themselves what the term "risky investment" means to them. At age 25, you may feel comfortable ...
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