January 04, 2010
In the "We Need a Makeover" section of January's Money Magazine, Jeff McClarren helps a semi-retired couple allocate their retirement assets to accommodate their current and future lifestyles. His recommendations include: cut back on stocks, protect against inflation, build a bond ladder, hedge against higher taxes and plan to spend less.
August 19, 2010
August 16, 2010
August 13, 2010
September 01, 2010
Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.
Dave Gardner
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