Category Archives: Re-balancing

Have Your Checked Your Portfolio’s Asset Allocation Recently?

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It’s been a rough month for the stock market and for many peoples’ portfolios. There’s been a lot of money lost and a lot of stress added to the lives to many Americans, regardless of whether they are still working or retired. After all, the markets don’t really care where you are in life or what your plans are. With that in mind, now is a good time to assess your portfolio and take some time to determine where your appetite for risk lies. During your assessment, take some time to find out what changes you will need to make Continue reading Have Your Checked Your Portfolio’s Asset Allocation Recently?→

Saving for Retirement on Your Own? Beware the Risks

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Many people take a do-it-yourself approach to retirement saving. For various reasons–usually because they feel that they can’t afford a financial advisor–they feel that they can do the retirement saving thing alone. Given the amount of free financial education resources found on the Internet as well as the growing number of companies that offering financial planning resources as part of benefits packages, it’s no surprise that some people feel they can do it alone. However, there are risks to going it alone in retirement planning and saving. One area that many one can run into with a DIY retirement is Continue reading Saving for Retirement on Your Own? Beware the Risks→