Articles
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War: Added uncertainty, need for balance
Uncertainty over global conflict has led to major spikes in measures of implied volatility, oil prices and investor angst.
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Past Articles
For What It’s Worth
For What It’s Worth: Rule of Thumb
A rule of thumb is a handy standard that broadly can apply to a situation without bothering with the details.
Financial Planning
Rebalancing: More investing, less emotion
A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.
Financial Planning
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]
Financial Planning When Should I …?
When Should I …rebalance my portfolio?
Consider rebalancing when your asset allocations stray from your strategy.
Financial Planning When Should I …?
When Should I …start saving for college?
Sooner is better, but allocate enough toward your retirement, and have an emergency fund.
Investing
The importance of humility in investing
Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.