Experiencing Financial Contentment - Page 11 of 11 - The Maven of Financial Literacy

Higher Interest Rates…So What’s the Problem?

As an investment consultant that manages fixed income portfolios, I have often discussed the implications of interest rates on portfolios. Those conversations usually begin and end pretty interestingly. However, I would have to say that by and large the impact of interest rate moves on existing portfolios (and portfolio construction for that matter) is over-stated. […]

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5 Additional Things to Do in Volatile Markets- Part 2

A couple of weeks ago we started a two-part series to discuss recommendations in volatile markets.  As promised, here is installment #2 of things to do in volatile markets. 3) Diversify a bit more.  There is probably not enough written about diversification in portfolios, but it has been proven that superior returns are directly related to […]

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No Investment Portfolio Should be Like Fantasy Football!

Investing is for the long-term.  Fantasy football–not so much.  Over the years I have seen many an investor attempt to play the odds and hit the home-run in their portfolio.  It is similar to fantasy football when you essentially set a “short-term” lineup based on expert tips to hopefully achieve a win.  Your investment portfolio […]

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Revisiting the Rules of Engagement

In the last few decades with the advent of self-directed defined contribution plans (versus defined benefit), it has become more necessary to engage a financial professional to assist in future spending needs.  In the 2013 Risks and Process of Retirement Survey report, it states that “in 1974, defined benefit plans covered 44% of private sector workers, but today […]

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7.692=5.00

The above is either some real funky math or I need to take a visit to Khan Academy–or both! Regardless of what you’re hearing from the headlines (and talking heads) that encourage fear and being afraid to invest in the market, there is an asset class that has done pretty well despite the cognitive resistance. What asset […]

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