Blog Archives

The Downside of Diversification

Posted on January 15, 2011 by petillo — No Comments ↓

No one is ever going to tell you to put all of your money into one investment. If they do, don’t ask why. If you do, you will have fallen prey to one of the three major pitfalls investors tend…

Tagged with: 401k, bonds, diversification, equites, index funds, investments, mutual funds, portfolio, retirement planning, risk, spreading risk, stocks
Posted in 401k, bonds, debt, financial planning, index funds, IRA, Mutual Fund Investing, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025

Retirement Planning: Advice for Near-Retirees

Posted on January 11, 2011 by petillo — No Comments ↓

Vanguard has begun to offer you the opportunity to speak with a Certified Financial Planner. Based on what they refer to as extensive research supporting the need for contacting a professional, their new service focuses on those who are 55…

Tagged with: 401 k plans, asset allocation, bonds, certified financial planners, diversification, investments, language, portfolio, rebalancing, retirement advice for free, retirement planning, stocks
Posted in 401k, bonds, Boomers, financial planning, personal finance, Retirement Planning Target 2025

Mutual Fund Investing for Every Investment Purpose

Posted on December 27, 2010 by petillo — No Comments ↓

You have mutual funds if you have a 401(k). Individual Retirement Accounts (IRAs)hold mutual funds as the primary investment and despite their use throughout the world of investment and retirement planning, too few people have a positive attitude about what…

Tagged with: 2011, actively managed mutual funds, index funds, individual retirement accounts, investments, mutual fund investments for 2011, portfolio, retirement planning, Roth IRA, tax efficiency
Posted in 401k, financial planning, index funds, IRA, Mutual Fund Investing, personal finance, Profitable Investments, Repercussions: A Retirement Review, Retirement Planning Target 2025, taxes