Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Bear Markets and Life Jackets
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Can Your Lifeboat Stay Afloat
Changing with My Aging
Do Simple Better
Do You Have an All-Weather Portfolio?
ESG Investing. What Does It Mean to be a Responsible Investor?
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
Are You an Owner or a Lender
Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Bear Markets and Life Jackets
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
Can Your Lifeboat Stay Afloat
Changing with My Aging
Do Simple Better
Do You Have an All-Weather Portfolio?
ESG Investing. What Does It Mean to be a Responsible Investor?
How Much Should Associations Hold in Reserve Assets?
A common question among nonprofit associations is how much they should hold in reserve assets. There is a “rule of thumb” that associations should hold six months of operating expenses in reserve. Is this common rule of thumb common practice?
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.