February 27, 2017: Fidelity Total Bond Fund Review
We review Fidelity Total Bond mutual fund whose managers have won the Morningstar’s Fixed Income Manager of the Year award in 2016.
February 20, 2017: Long Term Stock Timing Based Portfolios And Their Roles
We review and discuss long term timing based US stock portfolios and their roles in one’s overall investments.
Harry Browne’s Permanent Portfolio Long Term Performance
This is the latest update (as of 12/31/2016) of the performance of Harry Browne’s permanent portfolio. In 201, 6the portfolio returned 5.4% return. Since 1970, for the past 46 years, the average compound annual return of the permanent portfolio has been 8.5%....
February 13, 2017: Alternative Investment Portfolios Review
We review alternative investment portfolios and discuss their outlook.
February 6, 2017: Tax Free Municipal Bond Investments Review
We review the tax free municipal bond investment portfolios and discuss their outlook.
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
