Post #14 – Equity Allocation – Some Final Comments

In my previous post, post #13, I suggested a couple ways to decide on your appropriate asset allocation. But, what should a person do if the average annual return, indicated by the suitable equity allocation, will not provide the long term results necessary to retire?  This is a situation that, undoubtedly, applies to many people […]

Post #13 – The Importance of Equity Allocation, Part III

In Post #12, I discussed the importance of managing your investing emotions through maintaining your portfolios volatility. This is done by deciding on the appropriate percentage equity allocation. Deciding on the proper asset allocation is a very important decision for every investor. It is also a personal decision as each person’s risk tolerance is different. […]

Post #12 – The Importance of Equity Allocation, Part II

In my last Post, “Post #11 – The Importance of Asset Allocation, Part I,” I make the point that the percentage equity allocation of your portfolio is the major determinant of its long term returns. I’m sure many of you are probably thinking “Great, next he’ll be telling us the world is round!” But my […]

Post #11 – The Importance of Equity Allocation, Part I

The single most important concept in investment planning is asset allocation. At its most basic level, asset allocation is deciding how to apportion your portfolio between equity assets and fixed income assets. This is a fundamental decision every investor must make. Asset allocation is important because, on a long term basis, it affects both your […]