March 28, 2022

Portfolio Rebalancing Portfolio Rebalancing is dynamic asset allocation. With this strategy, you constantly adjust the mix of assets as markets rise and fall, and as the economy strengthens and weakens. With this strategy, you sell assets that decline and purchase assets that increase. Like Balancing a Tire   Asset Allocation Explained by James Chen at […]

Many of us are tempted to wait for a windfall—winning the lottery or a big inheritance from Aunt Phoebe—before we even start to invest. Our hopes are high because we’ve heard stories of people who hit it big, but those stories are in the news because they’re so rare, not because they’re commonplace. The best

The distribution of assets to balance risk and reward is the most important principle of investing. A little wisdom makes a huge difference in the return on investment. A lady named Kimberly came to me, and she was visibly upset. Her husband Ed had an IRA with $100,000, but he had kept it in a

What Is a Stock? A stock (also known as equity) is a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation’s assets and profits equal to how much stock they own. Units of stock are called “shares.” Stocks are bought

What is Market Cap Market Cap according to Investopedia. Market Cap is Market Capitalization and it refers to the total dollar Market Value of a company’s outstanding shares of stock. Commonly referred to as “Market Cap,” it’s calculated by multiplying the total number of a company’s outstanding shares by the current Market price of one

Remember Enron The collapse of Enron dominated the business news here in Houston and around the world. In fact, for some people I know, the Enron story was painfully personal. In the years just prior to the company’s collapse, the company urged employees to keep all their retirement funds in Enron stock. One of my