What is Asset Allocation?

Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested financial research and performance shows … Read more

Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more

The Difference Between Bonds vs Stocks vs Mutual Funds

What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains.

Learn More About Different Types of Investments and Investment Vehicles

Transcript

So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks … Read more

Brian PerryBrian Perry
Asset Location

Asset Location: Where to Hold Your Assets Based on Tax Efficiency

There are three types of account where you can hold your assets. Determining which accounts you place certain assets, based on tax-efficiency and expected return, can have a significant impact on your after-tax net returns.

Taxable accounts, such as your individual accounts and trust, are taxed at the capital gains tax rate when distributed. Deposits in this account are after-tax.… Read more

Jason Thomas

What is Asset Allocation?

David Cook, CFP® explains that asset allocation is the most important decision an investor can make. It is the science of combining different asset classes together to give you an efficient balance between return and risk. Understand how to diversify your portfolio and the different types of bonds you can invest in.


Transcription:

“Hi, I’m David Cook, CERTIFIED FINANCIAL PLANNER™ … Read more

David CookDavid Cook

Your Money, Your Wealth Hr. 1

Joe and Al discuss new fiduciary standards from the DoD. Paul Merriman later joins in to discuss his series of articles about investment performance, sharing his latest investment strategies based on new research covering asset classes, active vs. passive investing, rebalancing, expenses and more. Merriman will be speaking at a AAII workshop in May, see details below.

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Guest:  Paul Merriman Paul Merriman

Your Money, Your Wealth Hr. 2

It’s time to talk retirement on Your Money, Your WealthSMYour hosts discuss mitigating risk, asset allocation, diversification, how to generate income, Social Security, investments, fees, expenses, inflation, taxes, you name it. It’s all right here on the second hour, it’s your money and it’s your wealth.


1:56 “A dollar in 1970 is only worth 10 cents today, … Read more