RetirementSavvy

Posts Tagged: diversification

The following is a guest post from Stephen Ng, founder and president of Stephen Ng Financial Group. Stephen is author of 10 Financial Mistakes You Should Avoid: Strategies Designed to Help Keep Your Money Safe and Growing. He is a Chartered Life Underwriter, Chartered Financial Consultant and a Certified Estate Planner. He is also an… Read Article →

The concept of asset allocation was one of the first concepts I studied on my road to fiscal fitness. Asset allocation is the practice of dividing an investment portfolio among different asset categories. This concept can support another well know investing concept, diversification, spreading your money among various investments in the hope that if one investment loses… Read Article →

Concentrated Investing: Strategies of the World’s Greatest Concentrated Value Investors Hardcover: 256 pages Publisher: Wiley; 1 edition (April 25, 2016) Highlighting the history and approaches of four top value investors, authors Allen Benello, Michael van Biema, and Tobias Carlisle tell the story of the investors who dare to tread where few others have, and the… Read Article →

I looked forward to reading this book as the practice of properly allocating assets is critical for investors working toward a given financial goal such as retirement. ‘Asset Allocation’ is one of the first practices I learned on my own journey to financial freedom. The authors of Adaptive Asset Allocation: Dynamic Global Portfolios to Profit… Read Article →

Author Andy Martin began his investment career with Merrill Lynch and is cofounder and president of 7Twelve Advisors, LLC, an SEC Registered Investment Advisor, and registered representative, general securities principal with FINRA member firm, Girard Securities, Inc. Martin has worked in virtually every part of the securities industry, including operations, sales, management, product development, research, and… Read Article →

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