April 28, 2014: Now The Economy Backs To The ‘Old Normal’, Should Our Investments Too?
We remain optimistic in fixed income investing and review total return bond portfolios and a momentum bond ETF portfolio.
April 21, 2014: Total Return Bond Investing In The Current Market Environment
We remain optimistic in fixed income investing and review total return bond portfolios and a momentum bond ETF portfolio.
April 14, 2014: Momentum Stocks Crashed, How About Momentum Tactical Allocation?
We review the recent performance of portfolios in various momentum investment categories.
The History of 401(k) Plans: Retirement Is Now Our Individual Responsibility
The shift from traditional pensions to individual responsibility for retirement savings has been significant for Americans. In the past, workers would receive pensions from their employers upon retirement. However, as many companies have stopped offering pension...
April 7, 2014: The Unbeatable US Stocks And Bonds Balance Portfolio?
Is a simple 60% US stocks and 40% US bonds balanced portfolio unbeatable? We answer this question by looking at past performance in various periods and discuss the investment outlook.
March 31, 2014: Strategic Asset Allocation Portfolio Review
We review the performance of asset classes strategic portfolios in the first quarter. We also discuss the outlook for strategic portfolios.