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Tag: asset allocation

episode

2nd Quarter Wrap-Up

The year is halfway over and it's time for us to share our reflections of the year so far and…

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Facebook IPO Friend Request…Should You Accept?

The trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly…

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Love and Marriage…and Finances

As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been…

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Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

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Portfolio Perseverance

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear…

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Mutual Fund Mastery

Mutual fund investing is one of the easiest ways to get into the market. But whether you are a seasoned…

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How to Identify Opportunities (And Make Your Own Luck)

Often times in life, we associate the successes of others with luck. If someone lands the perfect job, finds their…

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Asset Allocation: What to Think About

Today, we are going back to the basics and talking about the importance of asset allocation. This podcast is meant…

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College Savings ‘Making the Grade’

Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and 'The…

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Why Volatility Can be Your Friend

While it comes as no surprise that it is a little harder to sleep at night when the stock market…

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