Archives | Retirement Investments -- MyPlanIQ

July 25, 2016: Tactical Asset Allocation Funds Review

July 25, 2016: Tactical Asset Allocation Funds Review

by MyPlanIQ | Jul 26, 2016 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review tactical and world allocation funds and portfolios. Overall, market conditions have been more in favor of strategic US stocks/US bonds allocations. But we again argue that active allocation portfolios should have a place in one’s overall investments.

July 18, 2016: Strategic Asset Allocation & Lazy Portfolio Review

July 18, 2016: Strategic Asset Allocation & Lazy Portfolio Review

by MyPlanIQ | Jul 19, 2016 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review strategic and lazy portfolios and voice concerns on a more and more speculative market.

July 11, 2016: Asset Trend Review

July 11, 2016: Asset Trend Review

by MyPlanIQ | Jul 12, 2016 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review current asset trends and discuss what’s ahead for stocks and bonds.

Diversified Asset Allocation Portfolios For Your Plans

Featured Brokerage Plans

Vanguard ETF:	10%*
Diversified Core:	11%*
Six Core Asset ETFs:	10%*

*:5 Yr Annualized Return of TAA Moderate Portfolio

...More IRA, 401K, Annuity Plans...

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Bogleheads Latest Posts

Re: Why not follow Buffet’s mantra? March 22, 2023
ChinchillaWhiplash wrote: ↑Wed Mar 22, 2023 5:13 pm “Buy when others are fearful”. Does it make sense to back up the truck to sector funds such as financials? Seems like a good time to get a huge discount. You might have to sit on it until it rebounds but you would do that with any […]
steadyosmosis
Re: Do you tip at Starbucks/Dunkin Donuts? March 22, 2023
lillycat wrote: ↑Wed Mar 22, 2023 4:21 pm dukeblue219 wrote: ↑Wed Mar 22, 2023 2:33 pm lillycat wrote: ↑Wed Mar 22, 2023 1:38 pm A cup of coffee costs $6 at SB? No. No it doesn't. A regular coffee is $2.65 at SB and $2.19 at Dunkin. Yes, it does. I witness my DH order […]
dukeblue219
Re: Bogleheads and ChatGPT March 22, 2023
nisiprius wrote: ↑Wed Mar 22, 2023 5:06 pm ...it is really hard for me to understand where they could have possibly gotten the information. Empasis on Artificial Intelligence.
Cruise
Re: Antti Illmanen: Investing Amid Low Expected Returns Summary March 22, 2023
There's a podcast from Rick Ferri and a 10 page locked thread here. viewtopic.php?t=384702
stan1
Re: Bank of America/Merrill Edge - Preferred Rewards March 22, 2023
NYCaviator wrote: ↑Wed Mar 22, 2023 3:59 pm sycamore wrote: ↑Wed Mar 22, 2023 9:28 am NYCaviator wrote: ↑Wed Mar 22, 2023 8:47 am I apologize if this has already been answered, but do you HAVE to open a BoA checking account to have Preferred Rewards with ME? I’d ideally like to move 105k of […]
sycamore