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Tue. Jul. 7, 2009 D4L classics, commentary

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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Tue. Jun. 16, 2009 D4L classics, commentary

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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More on this topic (What's this?)
TIM BOND: EQUITY INVESTORS ARE DANCING ON THE EDGE OF THE VOLCANO (THE PRAGMATIC CAPITALIST, 2/10/10)
The Impact Of Rising Interest Rates On Stocks And Bonds (Disciplined Approach to Investing, 2/26/10)
Rethinking Bonds: Beyond The Aggregate (Index Universe, 1/27/10)
Read more on Bond Investing, Asset Allocation at Wikinvest
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Fri. Apr. 3, 2009 D4L classics

Will ETFs Be The End Of Traditional Mutual Funds?

A relative new comer to the investment world is the Exchange Traded Fund (ETF).  You can think of it as a cross between individual stocks and mutual funds, with a mixture of advantages and disadvantages of each. An ETF trades on a stock exchange like a stock but the underlying investment holds stocks and bonds similar to a mutual fund. Like stocks, when you buy and sell an ETF you generally pay a commission.  Since the underlying securities are not being traded there are potential tax efficiencies from avoiding capital gain distributions and minimizing management fees.


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