recent posts
- Envision Your Financial Future and Plan How to Get There with a Portfolio of Portfolios
- This is Not Your Parents Diversification – Investment STRATEGY Diversification
- Get to Know your Small Business 401(k) Fiduciary…….and Save Millions
- Accelerating Dual Momentum Investing
- The Basics of Behavioral Finance: Tips and Tricks to Combat Your Cave Man Brain
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Category: Investing 101
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How much money do you aim to have by when and why? How will you achieve that goal? In this post I will share my vision and plan with specific investment strategies while posing questions to you to help you envision your own financial future and take steps to get there. At the age of…
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Thousands of years ago one of your ancient ancestors was enjoying the spoils of a recent hunting trip when suddenly a saber toothed tiger jumped out of the bush. Your cave man relative had a choice, fight off the tiger or drop the food and run. They ran….and they ran fast. The human brain is…
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Corrosion is the slow decay of metallic materials that, over a long period of time, can lead to catastrophic failure of a structure. Investment fees act in a similar nature, slowly and constantly eating away at your returns and severely damaging your potential to buy that house, put your kids through college or retire when…
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In 1952 a guy named Harry Markowitz introduced something known as Modern Portfolio Theory (MPT). Harry won a Nobel prize for his work which mathematically showed how and why risk and return for an individual asset should not be viewed on its own, but on how that asset impacts the overall risk and return of a portfolio…
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Stocks are risky but they generate high returns. Bonds are safer but they offer proportionally less returns. Investors may think that combining these asset classes in a portfolio linearly scales risk versus return. For the most part this is true; but due to a lack of correlation between these assets, combining them in a portfolio can actually…
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This is the excerpt for your very first post.
engineered portfolio 