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Investor optimism beyond Dow 40,000
“In fact, the Dow’s records actually understate my optimism for the road ahead.”
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Past Articles
Rebalancing: More investing, less emotion
A strategically balanced investment portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance. In a MONEY TALK VIDEO, Steve Giles explains how occasional rebalancing can help investors more objectively consider when and how to readjust their holdings. […]
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]
When Should I …rebalance my portfolio?
As part of a new ongoing feature, we answer frequently asked questions from investors on when to take certain steps toward long-term financial plans. Included here is Art Rothschild’s advice on resetting the balance of stocks and bonds in your investment portfolio. […]
When Should I …start saving for college?
The sooner, the better. That’s the best approach to any saving plan. Children’s education ranks right after parents’ retirement as an investment priority for families. Factors to consider include: How much you expect college to cost How much of the cost you plan to cover How long until the money is needed How much you…
The importance of humility in investing
Humility is a discipline that can help protect investors from trying to time the markets and letting their emotions overrule their common sense. Art Rothschild explains why and how to practice humility in a MONEY TALK VIDEO discussion with Joel Dresang. [..]
For What It’s Worth: Nest Egg
As part of our occasional examination of words and expressions used in investing and finance, Joel Dresang considers the term nest egg. It is used a lot to refer broadly to a designated pot of money, but you really should consider it along the lines of those first couple of dollars a bartender puts in the tip jar to attract more money. It’s a stimulus fund. […]