Will the Current European Economy Affect Your Investment Portfolio?

European Economy

+-*Collectively, the European Union (EU) has the largest economy in the world as measured by gross domestic product (GDP). Last year the total value of all goods and services produced within the 28-member EU totaled 14.3 trillion euros, according to the International Monetary Fund.[1] But the European economy has been languishing, and due to its… Read More


How to Determine Whether a Traditional or Roth IRA Works for You

Roth and Traditional IRAs

+-*When it comes to investing, one size does not fit all. This is especially the case when it comes to deciding whether to go with a traditional or Roth IRA. Depending on your situation, either one could provide certain tax advantages to your financial plan. But you need to know the key differences. The Basics… Read More


How Bond Market Investors Cope in a Low-Rate Environment

Bonds

+-*It’s understandable that bond market investors might be frustrated at this point in time. Most already have lower total return expectations than stock market investors, which they accept in exchange for lower overall levels of risk and regular interest payments. However, the total return expectations within the bond market have become so low that investors… Read More


What to Consider When Creating a Diversified Investment Portfolio

diversified portfolio

+-*Building an investment portfolio is a very personal process. Before jumping into a variety of different asset classes and market sectors, you need to first determine your overall goals and your tolerance for risk. Are you saving to buy a house in three years, or for retirement that may be twenty years down the road?… Read More


Robo Advisor Performance: Beware Hypothetical Returns

Beware Robo Advisor's Back-tested Performance

Geoff Considine

+-*Robo advisors have been getting a great deal of press and the rate at which they are attracting new clients and growing assets under management is impressive.  One topic that I have seen nothing written about is how these firms show the historical performance of their strategies to potential investors. When you look at a… Read More


A Primer on Portfolio Rebalancing

A Primer on Rebalancing

+-*If you’re a successful long-term investor, you take great care in aligning your investments to an asset allocation that’s appropriate for your goals. Shouldn’t you care just as much about keeping that asset allocation on target? The “buy and hold” approach to investing appeals to many, and for some good reasons. But the fact is,… Read More


What to Do with Your 401(k): Managing Your Post-Retirement Assets

What to do with your old 401k

+-*It can be staggering to consider how much Baby Boomers have accomplished. The Boomer generation changed American politics through their passion, altered our perception of the environment through their activism, and changed popular music forever through their tastes. After a lifetime of work, retirement is approaching and there are often financial decisions to be made…. Read More


Folio Investing, Motif, and Tailored Portfolios

Geoff Considine

+-*Chris DeMuth, a money manager and well-followed contributor at Seeking Alpha, recently published an overview of Motif Investing. Motif is a young firm that has gotten a lot of media coverage for enabling investors to build, track, invest in, and manage portfolios of individual stocks. Much of the functionality that Motif provides to individual investors… Read More


How Baby Boomers May Impact Asset Classes and Investment Vehicles in the Future

Baby Boomers

+-*Some investors may be wondering how the aging baby boomer generation—many of whom are at or near their retirement age—might impact the investment landscape in the future. Baby boomers control a lot of wealth in this country and the decisions they make regarding that wealth may significantly affect certain asset classes and market sectors. The… Read More