The fastest way to investment failure is listening to the siren song of the financial markets to "do something." Here are four strategies to help you tune out the noise and stick to your plan. Interest rates might rise. ISIS may strike again. US stocks are overvalued. The US dollar is too strong. Economic growth is too slow...this constant barrage of news is designed to make you act - to do … [Read more...]
How to Manage and Rebalance Multiple Accounts
It is easy to accumulate multiple investment accounts. While it may not always be practical to consolidate them, there are effective strategies to simplify their management and track your asset allocation. It is not dangerous to use just one firm for all accounts, as long as it is reputable mutual fund firm using a third party custodian. Here is a pretty realistic breakdown of investment account … [Read more...]