Rethinking your asset allocation in this environment? See what John Bogle has to say about it, via a Morningstar telephone interview.
asset allocation
Overcoming Inertia
It’s the holiday season, it’s cold outside, you’re tired, and you’re prepared to relax and spend some time with friends and family. But, this is also the time of year we need spend time to prepare ourselves financially. As TIAA-CREF writes in their November 16th Market Monitor (pdf): It’s hard to overcome inertia. Circumstances change [...]
Your Disappearing 401k
If you haven’t seen it yet, the CBS News show 60 minutes aired an episode this evening entitled: Retirement Dreams Disappear With 401(k)s. This 60 minutes episode couldn’t have come at a better time. A friend just informed me on Friday that she has multiple 401k plans from previous employers, that she hasn’t rolled-over in [...]
The Wisdom of John Bogle
John (Jack) Bogle, The Vanguard Group founder and index fund guru is this week’s guest on Intelligent Investing with Steve Forbes. Steve Forbes introduces Mr. Bogle much better than I could manage, so I’ll defer to his description of this video interview of every individual investor’s greatest ally: One thing that Jack and I share [...]
National Save for Retirement Week
Did anyone know that this week is National Save for Retirement Week? National Save for Retirement Week was established by the National Association of Government Defined Contribution Administrators (NAGDCA) to raise awareness about the need for retirement planning among today’s workers. This year, both the U.S. Senate and the U.S. House of Reps. have passed [...]
My Short-term Perspective
Although I sometimes speculate and invest in the markets using contrarian investment strategies, it’s usually because I feel pretty confident about my forecasts or where we’re headed. Unfortunately, I don’t have any of that confidence right now. I’m not too sure what to make of the markets lately and I really don’t have any strong [...]