allocation

What All the Annuity People Get Wrong

When it comes to planning for retirement, annuities are often touted as a silver bullet. These financial products promise guaranteed income and security, making them appealing to many approaching their golden years. However, beneath the surface of these shiny promises lie several misconceptions that can significantly impact your financial well-being. In this blog, we’ll explore […]

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Portfolio Rebalancing can maximize your returns

Portfolio Rebalancing: How Systematic Rebalancing Leads to Higher Risk-Adjusted Returns

When setting out to create your investment portfolio, maintaining a well-balanced portfolio is critical in helping to maintain your long-term financial goals. I gave an introduction to the concept of asset allocation in my blog Asset Location vs. Asset Allocation, but stated simply, asset allocation is the process of dividing your investment portfolio among different asset

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Asset Location vs Asset Allocation: What’s the Difference

Asset allocation and asset location are two very important aspects of your financial plan. The goal of asset allocation is to divide your investments into different asset classes, creating a diversified portfolio that balances risk and return. On the other hand, asset location refers to the specific accounts in which you hold your investments, such

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