How do you determine the right balance between low risk investment holdings vs. sources of expected return? As important, once you’ve got an appropriate investment portfolio in place, how can you minimize the temptation to react to scary market news?
No matter how you feel about an impending recession and other issues, you may be thinking twice about your investments. Should you try to shift your portfolio to higher ground, until the coast seems clear? Might these stressful times justify a measure of market-timing?
The one question on every investor’s mind is “How am I doing so far?” To arrive at relatively reliable answers, we have Monte Carlo Analysis. We employ this serious software to calculate the odds that any given financial plan will play out as hoped for.
A recent Lunch & Learn presented Larry Swedroe's Five Horsemen of the Retirement Apocalypse so that high-achieving professionals can be educated on the challenges and learn of anecdotes available to alleviate or mitigate them.
The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds.
It is never too late for these six financial best practices to get you started in shoring up your financial life. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.