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

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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

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 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

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