After RECALCULATING, you are now ready to implement your personal RECOVERY strategy — but not before. Afterward is when you are in a position to understand your personal required return and how the budget you prepared is a key component to your success. When the next person tells you how he or she is betting [...]
Archive for the ‘Diversification’ Category
Five R’s to Financial Renewal: Part IV (final)
Posted in Asset Allocation, Diversification, Equity, Financial Literacy, Investment Strategy, Larry Swedroe on August 21, 2009 | Leave a Comment »
Thoughtful Discussions About Asset Allocation
Posted in Asset Allocation, Diversification, Investment Strategy, The Wall Street Journal on August 11, 2009 | Leave a Comment »
I liked this excellent blog posting over on Advisor Blogger by guest blogger Fred Taylor.
An On-Course Investment Strategy
Posted in Active, Diversification, Financial/Business, Global, Investment Strategy, InvestmentNews, Markets, Media, Passive, Vantage Point Advisors on June 13, 2009 | Leave a Comment »
As we have learned from recent markets, no strategy eliminates times when the future seems dark indeed. But we have solid reason to believe that the “instruments” of our academically based investment strategy are continuing to serve those who will be guided by them.
Private Placements Speculation vs Investing
Posted in Alternative Investing, Diversification, Federal Government, Investment Policy Statement, Investment Strategy, Private Placements, Retirement, SEC, Venture Capital on May 15, 2009 | Leave a Comment »
I have a love-hate relationship with private placements. As a capitalist, I know private placements provide much-needed capital for start-up ventures, and this is a good thing. As a fiduciary, I have trepidation due to the very nature of the investment.
