Guest blog by Lauren Tivnan, Managing Editor, Portfolioist.com. More and more participants in 401(k) plans are using Target Date Funds according to the nonpartisan Employee Benefit Research Institute (ERBI). Here at the Portfolioist, we think this is great news. For more than a year now, we’ve been writing about the benefits of Target Date Funds [...]
Archive for September, 2011
Don’t Fumble Your Retirement Planning
Posted in Active Investing, Asset Allocation, Behavioral Finance, Diversification, financial planning, Investors, Long-term investing, Low Cost Investing, Market Outlook, Markets, Rebalancing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged 401k, employee sponsored plan, pension plans, retirement, retirement planning, Target Date Folios, Target Date Funds on September 29, 2011 | 4 Comments »
“A Little Late” by Carl Richards
Posted in Active Investing, Asset Allocation, Diversification, Financial Advisors, financial planning, Investors, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Markets, Portfolio Investing 101, Rebalancing, Regular Investing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged Behavioral Finance, behaviorgap.com, Carl Richards, diversification, economy, market volatility, recession, stock market predictions, stock market rebound, Wall Street Journal on September 27, 2011 | 1 Comment »
Carl Richards’ is a favorite contributor here at the Portfolioist. We’ve interviewed him in the past (see, “How to Pick an Investment Advisor (Part 3): Carl Richards’ 3 Key Questions” by Nanette Byrnes) and remain a fan of his website, behaviorgap.com. Using a Sharpie and a piece of card stock, Richards captures complex financial ideas [...]
Long Live Diversification!
Posted in Active Investing, Asset Allocation, Bonds, Diversification, ETFs, financial planning, Income Investing, Investors, Long-term investing, Low Cost Investing, Market Outlook, Market Timing, Markets, Passive Investing, Personalization, Portfolio Investing 101, Rebalancing, Regular Investing, Retirement, Risk, Stock Investing, Uncategorized, Volatility, Wealth, tagged A Random Walk Down Wall Street, diversification, economic downturn, economy, recession, retirement, S&P 500, S&P 500 Index, Target Date Folios, Target Date Funds on September 22, 2011 | 3 Comments »
I get tired of all of the articles saying that the old standards of buy and hold and diversification are dead. Every time the market takes a dive or things get volatile, I hear the same refrain: “Buy and hold is dead.” “Diversification is an easy way to lose.” “Diversification is for idiots.” What I [...]
Surviving the September Swoon
Posted in Active Investing, Asset Allocation, Diversification, financial planning, Long-term investing, Market Outlook, Market Timing, Markets, Personalization, Rebalancing, Retirement, Stock Investing, Volatility, Wealth, tagged campaign 2012, debt ceiling, economy, jobs, national debt, Obama, october 2008, politics, recession, september, september swoon, unemployment on September 14, 2011 | Leave a Comment »
Guest Blog by Lauren Tivnan, Managing Editor, Portfolioist.com with contributing research by Geoff Considine. September is here. For many of us, this means summer is over and the kids are back at school. For investors, the arrival of September signals the September swoon—a month where investors typically buckle up and hang on for a bumpy [...]
It’s Time to Revisit Our Financial Resolutions
Posted in Active Investing, Asset Allocation, Behavioral Finance, Bonds, Commodities, debt, Diversification, Dividends, Income Investing, Investors, Leverage, Long-term investing, Low Cost Investing, Market Outlook, Personalization, Portfolio Investing 101, Rebalancing, Retirement, Risk, Stock Investing, Uncategorized, tagged Inflation, inflation beating bonds, low-beta stocks, recession, stock market volatility, TIPS, volatility on September 6, 2011 | 2 Comments »
Did you make a financial resolution when the clock struck midnight on New Year’s Eve? Don’t we all? Believe it or not, January 1, 2011 was more than eight months ago—and needless to say, a lot has happened since we all rang in the New Year. That’s why right now might be the perfect time to [...]
Did Tail Insurance Turn South in Recent Market Volatility?
Posted in Active Investing, Investors, Leverage, Long-term investing, Market Outlook, Market Timing, Markets, Uncategorized, Volatility, Wealth, tagged Bear Market, hedge funds, Investment News, PGAIZ, PIMCO, retirement, tail insurance, Target Date Funds on September 1, 2011 | 1 Comment »
Investment News recently ran a story called “Black Swan Funds Duck Market Mayhem.” Since the bear market of 2008 the idea of managing the potential for extreme market downturns has become a focus for many portfolio managers—and finding the best method to do that has been a challenge.
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