Articles

A strategically balanced investment portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance. In a MONEY TALK VIDEO, Steve Giles explains how occasional rebalancing can help investors more objectively consider when and how to readjust their holdings. […]

By Joel Dresang Think of your home as your castle, not your bank. […]

Consider rebalancing whenever your asset allocations stray significantly from your long-term strategy.

The sooner, the better. That’s the best approach to any saving plan. Children’s education ranks right after parents’ retirement as an investment priority for families. Factors to consider include: How much you expect college to cost How much of the cost you plan to cover How long until the money is needed How much you…

Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.

As part of our occasional examination of words and expressions used in investing and finance, Joel Dresang considers the term nest egg. It is used a lot to refer broadly to a designated pot of money, but you really should consider it along the lines of those first couple of dollars a bartender puts in the tip jar to attract more money. It’s a stimulus fund. […]