February AAII Asset Allocation Survey: Equity Allocations Rise

Exposure to equities among individual investors continued to rebound in February, reaching a four-month high. The February AAII Asset Allocation Survey also shows lower fixed-income and bond allocations.   Stock and stock fund allocations rose 4.1 percentage points to 67.3%. Equity allocations were last higher in October 2018 (69.5%). The increase keeps equity allocations above…

 

Coming Out Ahead by Doing Less

It’s easy to adhere to an investment strategy when you don’t have to do very much. Such is the case with the approach I use to manage my 403(b) account, which is similar to a 401(k) account. When I recently looked at my account, there was nothing for me to do. No changes were required….

 

Warren Buffett on Market Volatility, Risk and More

On my must-read list is Warren Buffett’s annual letter to Berkshire Hathaway (BRK.B) shareholders. Even if you are not a Berkshire shareholder (like I am), the observations on the financial markets and investing are often priceless. This is year was no different. Though Buffett’s comments about acquisitions received the most attention after the latest letter…