Asset Class II: Hot Tips on Developing a Sound Portfolio

I like diverse assets and I cannot lie. My last post (part 1 of this 2 part series on asset allocation) focused on investment philosophy and four things to consider before developing an investment portfolio. In case you missed it, here’s a quick refresher: asset allocation refers to the process of dividing investments among different kinds of asset classes to minimize risk and maximize return. In…


STOP and Ask Yourself These 4 Questions…Before You Invest

The savvy investor will invest sufficient time and consideration before making any major financial decisions—and part of this consideration should entail a dose of soul-searching and self-reflection with unflinching-bare-all-honesty. If you haven’t read my previous post on investment options you might want to start there. It’ll be helpful if you’re not already familiar with stocks, bonds, cash…


Get to Know Your Investment Types: We’re Going Shopping for Options!

  And no, I’m not referring to stock options, those financial instruments that let you buy or sell shares of a stock at a specified price for a specified period of time.  I have no experience as an options trader.  Nor am I referring to employee stock options that offer the employee the right to purchase a set number of shares at a specified price for a fixed period of time, like…