Market Movement’s Impact on Portfolio Rebalancing

Sometimes, the market does the hard work for you. Such is the case with my 403(b) account, which is similar to a 401(k) account. Over the weekend, I looked at it for the first time in six months. I could have easily skipped doing so because Mr. Market took care of things for me. There…

 

Notes From the Morningstar Investment Conference

This week, Morningstar held its annual Investment Conference. Attended primarily by financial advisers, the conference is notable for both its size and its mutual fund focus (though there were sessions on other topics). This week, I’ll share some of my notes and observations. You’ll see a few articles resulting from meetings I had at the…

 

Why a New Asset Allocation Approach is Needed

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Why a New Allocation Approach is Needed: The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world. In his forthcoming book, “Investing at Level3,” AAII founder James Cloonan challenges the traditional manner in which…