Tag Archives | Portfolio

How Closely Correlated Is Your Portfolio?

One important consideration for investors to keep in mind is that the financial markets are increasingly marching in unison, making correlating your investments increasingly difficult. Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk.1 But less discussed is an equally [...]

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Five Reasons to Make an IRA Part of Your Planning Strategy

IRAs typically give investors access to a wider range of investment options than workplace-sponsored plans, such as a 401(k). There could be an important tool already in your portfolio that can help you save more for retirement. It’s your IRA. Nearly 50 million American households own an IRA, but it is often an overlooked component [...]

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The Debt Ceiling – What will happen? How will it affect your portfolio?

The great debate in Washington these days is whether to raise the debt ceiling or not.  Not raising the debt ceiling is the worst option available.  There are many individuals in the financial community that believe eliminating the debt ceiling all together is the best option, even some of the credit agencies believe this as [...]

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