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Tue. Jul. 7, 2009

Optimizing Your Asset Allocation *

When to buy a stock and at what price are very important decisions. However, serious investors will tell you the most important decision is how you allocate your assets. I have recently stepped back and took another look at my asset allocation with an eye toward how it will change as I approach retirement.


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Wed. Jun. 24, 2009

3 Simple Steps For A Successful Retirement *

Have you ever read something then paused and said well that’s stating the obvious? Then upon further reflection realize what is obvious to you may not be obvious to others. This happened to me recently as I was scanning some retirement headlines.


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Tue. Jun. 16, 2009

Bogle Still Believes In Buy And Hold *

Vanguard Group founder Jack Bogle has not changed his tune as a result of the economic downturn. At the ripe age of 80, he is still preaching buying-and-holding domestic stocks and bonds, cheaply, in an asset allocation that’s appropriate for your age. Below are some key excerpts from a recent Market Watch article.


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Tue. Jun. 2, 2009

All Investing Involves Risk *

If your goal is to accumulate wealth for a comfortable retirement, then there is no risk-free path. Throughout time every angle has been tried and failed. However, some approaches carry less risk than others. Let’s consider some of the popular paths.


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Wed. Apr. 15, 2009

International Income Investing *

Any investor that understands the merits of asset allocation also understands the importance of including an international allocation in their portfolio. The concept is that in “normal” times there is always a market somewhere in the world rallying. To meet my set international allocation, I have focused on the following four areas of my overall portfolio:
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