Portfolio Diversification-Part 2:Benefits

In the first post on this topic, we defined diversification as spreading your investments among assets with differing return and risk potential.  In this post, we’re going to discuss the benefits of diversification. To keep a portfolio spread among different asset classes, you will need to rebalance it regularly. Otherwise, some investments will get out … Read more

Greed & Fear Investing

With all the noise around Bitcoin, GameStop and market tops, I like this illustration to remind investors of the twin towers all investors go between. Successful investing is the sweet spot between the two extremes.

A Farmer’s Tale

Two farmers, John and Paul, were sitting at John’s kitchen table one cold winter day. John has been a farmer for a long time and Paul is new. Paul says, “Our is mostly a dairy farm and we’re thinking about planting more than just corn and hay to feed the cows. How do you mix … Read more

Time to Rebalance?

Because the stock market has been on an upward trend in the second half of 2020 and the first month of 2021, it’s time to check your asset allocation. We’ve noticed the stock portion of many client portfolios are now 5% or more over their target asset allocation and therein lies risk. That is, if … Read more