Investing Strategy

Buffett's Bequest: Risky Asset Allocation for Retirement

Buffett’s Bequest: Risky Asset Allocation for Retirement

Warren Buffett’s annual shareholder letters, insightful and generous with advice, are a gift to all investors. This year’s letter is no exception,...
Rebalancing during “traumatic market events”- the whole or half the story?

Rebalancing during “traumatic market events”- the whole or half the story?

At a recent Fortune 200 Ernst and Young (E&Y) workshop for employees (and spouses, such as myself), the presenter recommended maintaining an asset allocation...
Asset Location

Asset Location, where investments are placed, can reduce taxes

Asset Location: Tax-Smart Portfolio Decisions It is often said that the three most important factors in a home’s price are: location, location, location....
Low cost index fund strategy beats market timing fund.

“Master Market Timer” called the Crash – But What Does That...

The investment community lost one of its more colorful characters two weeks ago with the passing of Martin F. Zweig, a prominent market...