Tag: investing

Trading in Volatile Markets

From the May 2010 newsletter: You may be wondering what trading I’ve done over the last few weeks with the recent volatility in the stock markets (S&P 500 below). Well, […]

Top 3 Problems with 529 Age-Based Options

529 plans are a great way to save for college, and most offer a very simple investment option called an “age-based option.” This option automatically shifts your portfolio towards bonds […]

Is Real Estate a Good Investment? (Part 1)

When I talk to people about investing and personal finance, the topic of real estate inevitably comes up. This is a fairly broad topic, so I have broken up the […]

Glide Path: A Target-Date Fund’s Secret Sauce

You probably have never heard of the term “glide path,” but you’ve definitely thought about it before. The rule of thumb of holding 100 minus your age as a percentage […]