Category: Asset allocation

Pros and Cons of In-Plan Roth Conversions

It often makes sense for the owner of a regular 401(k) retirement plan to convert the entire plan to a Roth plan. That will mean that the money converted to the Roth plan will be subject to regular federal income...

/ August 31, 2016

Who Says Bigger Is Always Better? The Case For Small-Cap Stocks

Portion sizes. Houses. Cars. Supermarkets. It’s all bigger in the U.S., and people seem to like it that way. However, that “bigger is better” mentality doesn’t always work out well. That’s especially true for your investments. Studies have shown that...

/ July 16, 2016

Turn Off The Brexit News And Continue Investing Globally

The financial-media headline writers want you to know: Brexit is a scary, scary thing that could cause instant and irreversible damage.  But there’s a problem: The headline writers don’t understand international investing. Before we examine whether or not the headline...

/ June 21, 2016

The Science of Investing: Why Aren’t Investors Listening?

  Science, in some aspects of our society, has lost its credibility and ability to create not only an understanding and knowledge of factual data but its influence to change behavior.  Beliefs, attitudes, opinions all have more effect in determining...

/ May 28, 2016

Stay The Course With Asset Class Investing

American investors understand that it requires discipline to stay in the markets during good times and bad. But in practice, what exactly does that mean? When markets go through mood swings – or, in investing jargon, become volatile – people...

/ May 13, 2016