Cash & Short Bonds are Attractive Again

Disclaimer: The article below discusses certain investment strategies, some of which I am using currently in my personal portfolio and some of which I am not. Do your own due diligence before making an investment decision. It’s your money; you’re the best person to judge what is best to do with it.

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Is Risk Parity Worth Exploring

Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not. Do your own due diligence before making an investment decision. It’s your money; you’re the best person to judge what is best to do with it.

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Balancing Income Growth with Price Risk

Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not.  Do your own due diligence before making an investment decision.  It’s your money; you’re the best person to judge what is best to do with it.

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Annuities Basics: When to Use Them and When to Pass

Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not.  Do your own due diligence before making an investment decision.  It’s your money; you’re the best person to judge what is best to do with it.

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Never Touch the Principal

Building multi-generational wealth means keeping what you save and investing it well.  Doing this means minimizing how much of the principal you withdraw to fund your lifestyle, at least once you’re living off of your investments.  In an ideal world, not only do you have enough capital saved to only use the income and never… Continue reading Never Touch the Principal

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Choose Roth over Traditional – But Only When You’re Young

Roth accounts (IRAs and 401ks) and traditional accounts both have their time and place.  For young professionals, choosing a Roth over a traditional account makes sense.  However, as you advance along your career path, earn more money, and build capital, the value of a traditional account over a Roth becomes clearer.  My advice is to… Continue reading Choose Roth over Traditional – But Only When You’re Young

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Active Management: Where Does Paying Up Pay Off?

Disclaimer: The article below discusses certain investment strategies, some of which I am currently using in my personal portfolio and some of which I am not.  Do your own due diligence before making an investment decision.  It’s your money; you’re the best person to judge what is best to do with it.

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Categorized as Investing