bonds

Investing

Investing for Retirement: Core Asset Classes

In order to build a diversified portfolio, you must first select asset classes that have minimal correlation with one another. David Swenson, the Chief Investment Officer at Yale University, presents one of the best overviews of core and non-core asset classes for individual investors in Unconventional Success: a Fundamental Approach to Personal Investment. Here, we will focus on core asset classes. Continue reading Investing for Retirement: Core Asset Classes

Mike Connelly
Investing

Investing for Retirement: Recalling the Lessons of History

Even if you aren’t a history buff, you should have a basic understanding of financial history so that you aren’t surprised by ‘unexpected’ financial downturns. When these downturns inevitably occur, you will be able to stick to your long-term financial plan. Limiting your research to just the past 100 years, financial history evidences significant volatility for both stocks and bonds. Using recent history as a rough guide, you should assume that similar downturns will happen again in the future, even if you don’t know exactly when they will happen.
Continue reading Investing for Retirement: Recalling the Lessons of History

Mike Connelly