From mid-1970 through October 2018, the US focused portfolio had a 9.8 percent annual return. The global one averaged 9.7 percent per year. In short, the portfolios performed almost exactly the same.
With many investment categories currently down for the year, now could be an ideal time to rebalance your portfolio. If you’re a casual investor, you may have heard about rebalancing, wondered what it means, and questioned whether it applies to your situation. In this column we will cover the basics of rebalancing and also investigate whether your investments require it.
Steps to take after the recent stock market correction
Retirement Funds: Options to Think About
Investing internationally might worry some US investors, but it can provide vital diversification in your portfolio.
Four steps if you are feeling nervous about the markets
1. Remember that Short Term Needs and Investing Do Not Mix.
2. Buy a Fixed-Income Ladder.
3. Stop Tracking the Market.
4. IF All Else Fails, Try Something Less Drastic.
You’ve been saving for this day for thirty years, but you have to wonder how the mechanics of getting paid are actually going to work.
Many of you believe that investing internationally is a poor idea — at least right now. But before you liquidate, just consider: Are you just selling low? By the time everyone is sanguine about the European economy, it may be too late to benefit from the gains.
It’s no secret that retirees and others looking for investment income have suffered in our low interest rate environment. The standards of fixed income investors – Treasury bonds, CDs, online banks, and municipal and corporate bonds – are not providing…
Your portfolio? There’s an app for that. Financial companies have unleashed an onslaught of apps to help you track and manage your investments. The app revolution doesn’t end with merely observing your portfolio. Now you can actually trade on your…