Rebalancing Frequency for your Portfolio

How Often Should I Rebalance My Portfolio?

By Bob French, CFA | January 27, 2023 | Comments Off on How Often Should I Rebalance My Portfolio?

The market is going to drag your portfolio through every mud puddle it finds. It’s your job to pick your portfolio up, dust it off, and point it back in the right direction. Rebalancing brings your portfolio back into line, and ensures that you are taking the right amount of risk through time.

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How Long is the Long Term?

By Bob French, CFA | January 20, 2023 | Comments Off on How Long is the Long Term?

Everyone always talks about investing (and planning) for the long term. But they’re usually vague about what the “long term” actually means. Does that mean 5 years? 10 years? More? (Spoiler: the answer is definitely more). And frankly, talking about how you…

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Occam’s – How Do Interest Rates Affect Stock Returns?

By Bob French, CFA | October 14, 2022 | Comments Off on Occam’s – How Do Interest Rates Affect Stock Returns?

The financial media loves to talk about interest rates. There are a lot of good reasons for this, but two of the big ones are that interest rates are really important, and they’re relatively understandable and have a direct connection to most…

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Occam’s – How Buffer Assets Might Be Able to Help Your Retirement 

By Bob French, CFA | July 15, 2022 | Comments Off on Occam’s – How Buffer Assets Might Be Able to Help Your Retirement 

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for…

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