how to create an investment policy statement

Market Movement’s Impact on Portfolio Rebalancing

Posted on November 4, 2016November 4, 2016 by Wayne Thorp

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…

AAII Journal November 2016 Issue Now Available

Posted on November 1, 2016November 1, 2016 by Wayne Thorp

The November 2016 AAII Journal is Now Available Online. Feature Article: Competition Has Made Indexing a Winner’s Game Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing. Also in This Issue: Portfolio Strategies: Conversations on Picking Good Stocks and Funds…