Managing your financial life is not just about money.

Monthly Archives July 2018

Investing 101 – Pt.15 Stuff You Need to Know

This is the 15th article in a series that will discuss and explain basic investment concepts in hopefully an understandable and meaningful way. Whether you work with an investment advisor or choose to do your own investing, there are some things you need to know to be successful. Here is my take on what those things are. What is re-balancing, and why should I be doing it? This is a very good and very important question. You have wisely chosen an appropriate investment allocation. Let’s assume it is 60% stocks and 40% bonds. The 60% stock position is broken down
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