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Letters to a Young Investor: Lesson 10 — Lifestyle Creep
For many young professionals, there’s a moment that feels like a turning point. For the first time, you have the income to upgrade your life in ways that used to feel out of reach.
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Past Articles
Rebalancing: More investing, less emotion
A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]
When Should I …rebalance my portfolio?
Consider rebalancing when your asset allocations stray from your strategy.
When Should I …start saving for college?
Sooner is better, but allocate enough toward your retirement, and have an emergency fund.
The importance of humility in investing
Humility is a discipline that can help protect investors from letting their emotions overrule their common sense.
For What It’s Worth: Nest Egg
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.