College savings 529 plans have many tax advantages and some serious drawbacks. We discuss and review some of portfolio management styles for this kind of plans.
Asset trends and their correlations can serve as good indicators for short and long term major asset behaviors. They are useful references and can be also important educational materials to help reinforce diversification and risk management concepts.
Using multiple portfolios and/or strategies can increase diversification effect and better your investment behavior.
This newsletter discusses 401K investment portfolio management issues including asset allocation and how to handle regularly added new money from salary deduction.