Articles

A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.

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

Consider rebalancing when your asset allocations stray from your strategy.

Sooner is better, but allocate enough toward your retirement, and have an emergency fund.

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

Thinks of a nest egg along the lines of those first couple of bucks a bartender puts in the tip jar to attract more money.