Market and Economy Review
We review the current economy and financial markets.
October 5, 2015: Core Satellite Portfolios In A 401k Account
We propose a core satellite portfolio solution to 401k accounts that have active constant new contributions.
September 28, 2015: Risk Managed Strategic Asset Allocation Portfolios Revisited
At the current market environment, it is pertinent to explore how to adding a risk management layer to a strategic buy and hold portfolio.
August 17, 2015: ETF or Mutual Fund Based Portfolios
The latest newsletter collection that incorporates newsletters since last update in March.
MyPlanIQ Newsletter: Core ETF Commission Free Portfolios
We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
June 8, 2015: High Yield Bonds As An Asset Class?
High yield bonds are not necessary in asset allocation. They can be substituted with highly liquid and pure stock and Treasury indexes.
June 1, 2015: Summer Blues?
Stocks are historically weaker in summer. This is one of few prominent stock market anomalies investors should be aware to make a proper risk management decision.