diversification

Are you investing for retirement in the right way?

Oct 4, 2013
Answering listener questions about retirement investing.
Posted In: Retirement, retirement planning, portfolios, diversification

Investing lessons from the Great Recession

May 11, 2012
It's striking how well the old rules for managing money hold up. We forget that these insights were forged during scary times, such as the Great Depression of the 1930s and the Great Inflation of the 1970s.
Posted In: Investing, diversification, dollar cost averaging

An age gap and retirement portfolios

May 2, 2012
How do you plan your investments when you're planning for people of different ages? If a family has one person who is of retirement age and another who's much younger, how should common investments be allocated? Conservatively (keeping in mind the older person) or aggressively (in the interests of the less old person)? Thanks!!! Rina, Bronx, NY
Posted In: retirement savings, asset allocation, diversification, Marriage and money

Time to consolidate

Mar 20, 2012
Having had three job changes, my investments are in three locations, with a fourth about to start. I have a Roth and two 401(k)s. Is it a benefit to combine all investments into one account? I need to educate myself on my money. Most that I have invested is in aggressive funds. I am 47 and getting older each day!! Jeff, Tulsa, OK
Posted In: personal finance books, Investing, asset allocation, diversification, 401(k)s