Benchmark Investing

An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More

Permanent Portfolio

Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs … More

DCA Example

Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000 … More

What Should I Invest In?

Disciplined investing is a great way to consistently grow your wealth over time. There are many different types of financial … More

Monitoring Your Performance

Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More

Timing the Market

If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … More

Passive vs. Active Portfolio Management

When considering portfolio management styles, investors are typically faced between choosing an active or passive approach based on their long-term … More

Dollar Cost Averaging: A Breakdown

Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More

Diversification: Portfolio Management

If you’ve ever asked an experienced investor or your financial advisor for advice on improving the risk-adjusted returns of your … More

Rebalancing

Rebalancing is the process of realigning the weightings of a portfolio of assets to maintain the original level of desired … More