Asset Allocation

Finding the Right Asset Allocation

Asset allocation is the allocation of money across different types of investments (stocks, bonds, real estate, etc.). Because different types of investments have different returns and risks, getting asset allocation right is extremely important.

This blog post discusses how to choose an asset allocation.

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College Savings Strategies

Almost everyone I know is thinking about saving for college. Millenials are thinking about going to graduate school. Gen Xers are worried about their kids’ education. And Baby Boomers want to help their grandchildren.

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Three Focus Areas to Meet Your Financial Goals

Managing all aspects of finance can be overwhelming. Should you eat at restaurants less and cook at home more? Should you invest in growth stocks? Is a Roth IRA better than a Traditional IRA?

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The Bond King Has a Very Bad Day

Today the Wall Street Journal ran an article about the country’s most prominent bond investor, Bill Gross. Mr. Gross was nicknamed the “Bond King” because he co-founded Pacific Investment Management Company (“PIMCO”), one of the world’s largest asset managers, and he ran their most famous fund, the Total Return Fund, for decades.

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