Asset Allocation

Stop Tinkering With Your 401(k) to Keep Your Wealth

Stop Tinkering With Your 401(k) to Keep Your Wealth

By in Asset Allocation, Investing, Retirement, Sponsored | 0 comments

Keep Your Fingers Off the 401(k)  Retirement accounts functioned differently just a few decades ago. We mailed deposits to our retirement accounts, or banks made deposits out of our bank accounts and into the brokerage account. To change our asset allocation, we called our stock broker, and he either agreed with us or tried to talk us out of making a bad decision....

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How to Choose Mutual Funds? Reader Question

How to Choose Mutual Funds? Reader Question

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Reader Question, Stocks, Wealth | 10 comments

John, a loyal reader wants the answer to this common question:  How to Choose Mutual Funds “I would like your opinion and advice on how I should allocate my investments and my daughter’s investments among mutual funds. Both our accounts are with Fidelity. I am 56 and plan to retire at 60. I have $400,000 in IRAs (Traditional and Roth). My daughter is 24...

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Get Rid of Money Stress with Free Text

Get Rid of Money Stress with Free Text

By in Asset Allocation, Automatic Saving, Bond, Budget, Debt, Inflation, Insurance, Investing, Mind and Money, Money Management, Mutual Funds, Personal Finance, Retirement, Saving, Stocks, Tips | 0 comments

You Can Live Without Money Stress Click here to get FREE investing book. It will reduce money stress + build wealth A recent Amercian Psychological Association Survey found that Money is the leading stressor for Americans. In spite of the finding that overall stress in the U.S. is at a seven year low and average stress levels are falling, money stress continues to...

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Should I Hire a Financial Advisor?

Should I Hire a Financial Advisor?

By in Asset Allocation, Investing, Money Management, Personal Finance | 0 comments

The Answer to “Should I hire a financial advisor?” is: Are you earning a decent salary? Would you like to know the best way to invest that money for the future? Are you worried about handling your investing on your own? If so, you may have considered whether to hire a financial advisor or not. Personal disclosure, when I first started out investing, I...

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