Investing Strategy: Set it and Forget It (Except Once Annually for Rebalancing)

It’s very tempting to quickly peek at your investments to see if they’ve gone up or down in the past twenty-four hours. The same technology that makes our lives so much easier, computer software, can drive us insane ... occasionally pulled the trigger and rebalanced my 401(k) asset allocation when I shouldn’t have. These days [more...]

Date: 2008-08-07 12:00:26

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Investing Opportunities from Tax-Loss Selling:

With 2008 in the rear-view mirror I thought readers might be interested in my December investing activities during the perennial tax-loss selling ... housecleaning. This often includes rebalancing of portfolios, a re-concentration on asset allocation [more...]

Date: 2009-01-09 11:00:01

Funky Rebalancing

Funky Rebalancing In today's (web-only) edition of Madison's Capital Times, ... . We may be missing something, but this is either a poor explanation of the shift in asset allocation ... %. (For comparative purposes, though it isn't exactly the right benchmark because it reflects just one asset class [more...]

Date: 2009-01-09 22:57:59

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