Over the last few weeks, several of the most reliable inflation metrics are clearly showing the beginnings of a sustained inflation rate rise. As a reminder, inflation measures price increases in consumer goods and services. Inflation is the biggest threat to bond...
I have met with hundreds of individual company 401(k) retirement plan participants since I began specializing in this investment advice niche in 1999. I run into the diversification monster in almost every meeting. Diversification has been widely promoted to...
The large financial services companies spend tens of millions of advertising dollars every year. Their main message is always the Big Three of investment management advice–asset allocation, diversification, and rebalancing. The end result is that most individual...
When I read a financial media headline that completely deflates one of Wall Street’s classic investment management fallacies, it gets my attention. Last week, Jim Rogers took the time to “blow up” the investment management foundation block of diversification. Here is...
When it comes to managing your company 401(k) retirement plan account, there are only three investment management strategy options. First, you can ignore the trend. This is the preferred investment management strategy for the vast majority of individual company 401(k)...