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. What is the difference between a blend fund and a balanced fund?

    As both "blend"and "balanced" describe the particular asset mix of mutual funds, determining the exact distinctions between ...
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