Victims (III): Prudent Person in Switzerland?

Until the beginning of this year, Swiss pension funds were obliged to follow a detailed set of investment restrictions laid down in a government ... of small iorps which appear to feel more comfortable following a prescribed asset allocation ... asset allocation strategy should be. It is unfortunate that even the most moderate of reasonable changes [more...]

Date: 2009-01-12 11:46:09

Blog posts (26) | Videos (25)
 

Saturday, Jan 10 LinkStuff

Weight 183.0 - I gained 3 pounds over the holidays which is unfortunate but to be expected ... investors. ABCs of Investing wrote about asset allocation and the reasons for owning different asset ... it out. Canadian Capitalist reports on asset class returns for 2008 - most of them weren’t good [more...]

Date: 2009-01-10 09:00:41

Investing Rules Learned from the Bernard Madoff Scandal

The Bernie Madoff scandal is a sad case of the lack of care by the investing public ... have a diversified asset allocation!  Spread out your wealth with stocks, bonds, savings, real estate ... investment for the future? Diversify Across Different Asset Classes - This is so important [more...]

Date: 2009-01-12 14:00:53

When should you consider investing in dividend stocks?

Three readers asked me three separate questions on dividend investing ... one was wondering whether it wouldn’t be a bad idea to actually maintain an asset allocation ... contributing to fixed income investments in order to achieve a minimum 25% allocation to bonds at retirement [more...]

Date: 2008-10-16 12:30:00

Six Lessons for Investors

Six Lessons for Investors Be diversified and don't assume past performance will continue. JOHN C ... strategists on Wall Street's payroll don't survive for long.2) Never underrate the importance of asset allocation. Investing is not about owning only common stocks. Nor are historical stock returns [more...]

Date: 2009-01-08 18:23:00

Personal Finance Site Mint Opens to The Public With New Features

It seems that pretty much everyone who deals with personal finance has decided that this is the day for announcements. They’re right ... featured 401(k) management center, portfolio asset allocation info, and comparison of your investments ... ; from tracking your daily expenses to evaluating your stock portfolio. Of course, it still cannot match [more...]

Date: 2008-10-14 10:30:23

Quarterly Window Dressing - A Recurrent Wall Street Scam

Quarterly Window Dressing - A Recurrent Wall Street Scam "The time has come the walrus said, to talk of many things": ... the granite canyons of the Manhattan triangle, sending inappropriate signals to unwary investors ... . Long lasting investment portfolios are consciously asset allocated between high quality income [more...]

Date: 2008-06-25 19:16:29

Relax — You Haven’t Missed Everything

The stock market unfortunately appeals to some of one’s more hysterical instincts, particularly in periods such as this ... investment strategist and director of asset allocation, RidgeWorth Capital Management. “We still [more...]

Date: 2009-01-05 17:37:50

Six Step Guide to Rebuilding Your Retirement

2008 could be marked as the year that many people change their retirement goals. Reading our 401(k) ... on it. Always Check Your Asset Allocation The article suggests being cautious about target-date ... no”. While stocks, bonds and pretty much every investable asset has gone down in value this year [more...]

Date: 2008-12-19 16:51:37

ENERGY INVESTMENT - ENERGY RETURN

Peak Moment 136: In his display during a ASPO-USA 2008 conference, eccentric monetary expert Jim Hansen runs each investment by a rise oil test ... . Related posts:RETURN ON INVESTMENT SECRETS EXPOSED!SUGGESTED ASSET ALLOCATION FOR 23.7% RETURN [more...]

Date: 2009-01-11 15:25:37

Carnival of Personal Finance

Welcome to the Carnival of Personal Finance, where we gather the best articles and posts of all things personal finance related ... from Amateur Asset Allocator presents Arguments Against Investing In A 401k, and says, “Three [more...]

Date: 2009-01-11 08:15:48

Afternoon Reading: Madoff and Getting Metaphysical About Funds of Funds

The spotlight in the Bernard Madoff’s alleged $50 billion Ponzi scheme has now turned to the individuals and businesses that recommended investing ... that ordinary investors can’t and run the asset allocation. “Now ask yourself this: How many FoF [more...]

Date: 2008-12-17 12:22:00

Afternoon Reading: Madoff and Getting Metaphysical About Funds of Funds

The spotlight in the Bernard Madoff’s alleged $50 billion Ponzi scheme has now turned to the individuals and businesses that recommended investing ... that ordinary investors can’t and run the asset allocation. “Now ask yourself this: How many FoF [more...]

Date: 2008-12-17 12:22:00

2008 Investment Portfolio Review: Numbers and Lessons

Vacation is over, bring on 2009! Time for a quick look back ... is an all-in-one fund with an “asset allocation strategy designed for investors currently in retirement.” For 2008 it dropped only 10.9% with an asset allocation of 5% cash, 30% stocks, and 65% bonds [more...]

Date: 2009-01-05 06:32:27

Investors wary of equity, MF tax saving schemes

Many people start thinking about tax planning only after the New Year ... or two could be a huge mistake. If you have invested in ELSS as part of your asset allocation plan [more...]

Date: 2009-01-13 12:17:00

1970s Crisis - Is It The Same This Time?

Well, what a year it's been… High street banks in crisis, investment banks closing their doors, 'experts' pointing fingers, ... asset allocation. This is the split between growth [more...]

Date: 2008-12-25 11:22:45

Can You Invest Your House Down Payment In The Stock Market?

Jordan has agreed to help out the crack writing staff here at Four Pillars by contributing the occasional post ... . The asset allocation is the ultra conservative portfolio recommended in “The Smartest Investment [more...]

Date: 2009-01-12 10:00:34

CEO of AgileInvesting on Commodities

J.D. Steinhilber is the founder and CEO of AgileInvesting, an investment advisory firm that develops all-ETF portfolios using an active asset allocation strategy driven by valuation fundamentals and risk reduction. Steinhilber, who has been investing [more...]

Date: 2009-01-06 20:32:47

Goodbye 2008!

Another year comes to an end! I had a fantastic year and I hope you did too! Have fun tonight, and stay safe! ... % of Their Investments? What happened? And if you are close to retirement, shouldn’t your asset allocation [more...]

Date: 2008-12-31 14:29:20

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

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

Contrarianism for the Birds!

Many a bright mind in the investing community likes to talk about “zagging when everyone else is zigging ... , says those who take a contrarian view from a macro perspective — asset allocation, sector [more...]

Date: 2008-12-18 15:39:10

Where to Invest 2009: Funds & ETF's

"If a man is proud of his wealth, he should not be praised until it is known how he employs it ... of illustrating the wisdom of asset allocation and risk management (click on the image [more...]

Date: 2009-01-12 01:37:39

Mean Street: The Secret of My Investing Success

The most skeptical investors I ever met were Wall Street equity capital market professionals– the ones responsible for pricing IPOs ... and two funds managed for Vanguard by Primecap, a West Coast asset manager. Some Vanguard investors ... does an active management skeptic like me outperform with index funds? Mostly luck in allocation [more...]

Date: 2008-06-05 12:31:06

Financial Goals for 2008: Reviewing Our Progress

A year ago I wrote up a list of financial goals for 2008. Today, I thought I’d take a look back at them and see how we did ... describing the changes that we made: Reconsidering Our Asset Allocation How to Manage Your Asset Allocation With Multiple Accounts Our Investment Portfolio: Asset Allocation and Location Market Turmoil [more...]

Date: 2009-01-02 22:28:10

Asset Allocation Revisited

If any single concept were the focal point of this blog it would be Asset Allocation.  Therefore, it is time to review this all important topic.  While each investor will set up an asset allocation plan to fit their financial needs ... of investing. Strategic Asset Allocation (SAA) is the “normal’ mix of assets given the objectives [more...]

Date: 2009-01-08 14:43:43

26 Results