Everyone’s a Great Investor During a Bull Market

We all know the market has been on a tear the past couple years.  The S&P 500 is at an all-time high and I know my 401(k), along with others’, has performed tremendously well.  But my awesome returns aren’t due to the fact that I’m an investing genius, all I’ve done is maintain my portfolio […]

Part 3: How To Rebalance Your Retirement Accounts

[This is the third article in a three part series about re-balancing, the first article covered why to rebalance and the second covered when to rebalance your retirement accounts] Even though asset allocation will determine over 90% of your returns, it’s important to periodically rebalance your retirement accounts.  I’ve shown why rebalancing will reduce your […]

Part 2: When to Rebalance Your Retirement Accounts

[This is the second article in a three part series about re-balancing, the first article covered why to rebalance and the last article will cover how to rebalance your retirement accounts] A year in the life of the stock market can be brutal.  Daily swings up and down are unpredictable at best, but we’ve seen […]

Part 1: Why Rebalance Your Retirement Accounts

[This is the first article in a three part series about re-balancing, the next two articles will cover when to rebalance and how to rebalance your retirement accounts] A crucial part to a successful investment portfolio requires that you occasionally rebalance your portfolio.  Due to the volatility of the market, the asset allocation you select might change […]