Weekly tips & Strategies

Weekly tips & Strategies

Written on 09/28/2019
Professor Anthony Rivieccio, MBA, PFA

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Tips & Strategies

What is Asset allocation? By Craig Israelsen

Asset allocation is like putting together a basketball team. Each player brings a different skill set. It's the differences, that help make, a good basketball team.

Don't Save Too Little, or Too Much

When Mike Maslowski has trouble sleeping, he cracks open a beer in his Wenonah, N.J., living room, watches old movies and does not worry about it. "I don't have to be anywhere at 8 a.m.," said the 61-year-old retiree, who worked for 30 years as an ad salesman for the Philadelphia Inquirer and Daily News.

I've helped more than 400 millennials fix their finances-and these are their 6 biggest money mistakes

Don't let a lack of financial literacy hold you back from financial freedom.

Should people under 30 own Bonds??? By Dan Weil

" Historical returns are much higher for stocks than with bonds. In the last 10 years, stocks have returned 11% while bonds have returned 4%. Thus stocks are getting more meaningful to asset allocation.

Why DIY investors still might want a financial adviser

Published: Aug 13, 2019 3:40 pm ET You're comfortable investing your money, managing your household budget, and planning for retirement. When questions arise ( Lease or buy a car? Refinance my home mortgage? Do I need long-term care insurance?), you do the research and come up with sensible answers.

While Wall St. Talks of Recession, Bond Investors Make a Killing

For stock investors, the trade war has been nothing but trouble. For bond investors, it's been a dream. Unable to stomach turbulence driven by the escalating conflict between China and the United States, and leery of a darkening outlook for the economy, investors have been pulling money out of the stock market and buying bonds, the traditional place to park cash during times of uncertainty.

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