When you invest, it is a good idea to allocate specific percentages of your portfolio to different types of investments depending on your age, goals, and tolerance for risk. For instance, a 30-year-old professional saving for retirement may want to invest 70% of her savings in stocks, 25% in bonds, and 5% in cash. Even […]
Is It Time For A Portfolio Tune-Up? Read More »
In the book, Unleash the Power of the Female Brain, Dr. Daniel G. Amen, a psychiatrist and brain imaging expert, imaged the brains of 46,000 men and women. He compared the blood flow and activity patterns between male and female brains and found significant differences. In summarizing his finding, Dr. Amen reported that female brains
How Understanding the Female Brain Can Make You a More Savvy Investor Read More »
Every day we make important decisions that reflect our values. Maybe you paid an extra $0.50 for a free-trade coffee or rode your bike to work. Maybe your trunk is filled with reusable grocery bags, and your roof boasts shiny solar panels. Many of us are willing to put our dollars where our values are,
Do Your Investments Reflect Your Values? Read More »
Background Several years ago, Morningstar’s Don Phillips invented what is called a style box, now widely used by the investment community to categorize mutual funds according to investment characteristics of their portfolios. Fund categorization allows investors to diversify the asset-allocation of their portfolios by choosing a selection of funds according to varying degrees of risk
What Should Fund Investors Do With Style Boxes? Use Them! Read More »
For several years now, the Kiplinger Personal Finance magazine has put together a selection of mutual fund recommendations it calls the “Kiplinger 25.” This is a portfolio of 25 no-load funds, in five different categories, that it considers to be of top quality. This portfolio, which also appears on the Kiplinger.com website, is fairly static,
Should Kiplinger’s “Favorite Funds” Be Your Choices? Read More »
If you vowed to lose weight and get more exercise this year, you aren’t alone. But how about extending that fitness regime to your finances? Here are some financial workouts tips to get your finances in shape. 1. Put Your Spending On A Diet Carrying too much debt is as exhausting as carrying extra weight.
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