If one were to poll investors and investment professionals to determine their ideal investment scenario, the vast majority would no doubt agree: It’s a double-digit total return in all economic environments, each and every year. Naturally, they would also agree that the worst-case scenario is an overall decrease in assetContinue Reading


What is an annual portfolio rebalancing plan, and why do you need one? When you first construct a portfolio, the assets are balanced according to your investment objectives, risk tolerance, and time horizon. However, that balance, known as “weighting,” will likely change over time depending on how each segment performs. If one segment growsContinue Reading


What Is a QDRO? A qualified domestic relations order (QDRO) is a decree or court order that requires that a portion of a retirement plan be assigned or paid to another person, such as a spouse or dependant, in the case of a divorce. Typically, during a divorce, the couples’Continue Reading


Both investors and companies employ leverage (borrowed capital) when attempting to generate greater returns on their assets. However, using leverage does not guarantee success, and possible excessive losses are more likely from highly leveraged positions. Leverage is used as a funding source when investing to expand a firm’s asset baseContinue Reading


Posted June 19, 2021 by benc Enjoying the summer with my just-graduated little boy who is now officially done with elementary school. The kids are leaving for summer camp next week, so we have a lot of stuff to fit in between now and then. Another all new edition ofContinue Reading