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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
Beta: Learning how risky an investment might be
Kyle Tetting explains in a MONEY TALK VIDEO how investors can consider an investment’s potential risk compared to a benchmark. […]
Efficiently lining up reward and risk
In seeking the optimal investment return at the level of risk they’re willing to take, investors can use the Efficient Frontier model, Steve Giles says, to help find an appropriate mix of assets to consider. MONEY TALK VIDEO
Talking Money: Measuring risk/reward
This MONEY TALK VIDEO, with Kyle Tetting, introduces some of the statistical tools used to help measure risk and return. […]
Talking Money: Modern Portfolio Theory
Modern Portfolio Theory aims at balancing asset allocations to optimize investment return at a given level of risk. It’s a prize-winning approach to investment management, as Kyle Tetting explains in a MONEY TALK VIDEO. […]
Stock up for the long haul
By Dave Sandstrom Investors who fled stocks after the financial crisis or simply decided to pull out on the day they retired are now seeing firsthand why being too conservative can be costly. The last 30 years in the bond market have produced reliable returns, so this concept of leaning too heavily on bonds is not as well known. […]
Bonds for long run
By Arthur S. Rothschild I got a call from a client who has a balanced portfolio – half stocks and half bonds, and he knows that interest rates are going to go up at some point. His question was what should he be doing differently? It’s a question I’m hearing a lot lately. The answer requires an understanding of the purpose of each part of your portfolio as well as reasonable expectations. […]