Post Archive

Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors have been making when it comes to populating their investments. Read more about asset location vs asset allocation on CNBC.

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Perfect Portfolios: Barry Glassman’s “Smart Money” advice

Smart Money magazine is saying goodbye after 20 years and moving to an all- digital format.  Barry Glassman helped to usher in their new age with financial advice in their column Perfect Portfolios:  Your Next Move in This Market. Below is the excerpt from his interview with Jonnelle Marte. 35-Year-Old Couple with a Young Child Asset Allocation:  55% Stocks    20% Bonds  …

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Retirement Rules of Thumb Don’t Always Apply

I had a conversation recently with John Waggoner, the personal finance columnist for USA Today where we talked about the assumptions that many people still make about retirement, such as retirees will spend less money in retirement (they don’t), they can safely withdraw 4%-5% each year for living expenses (it depends), and the need to…

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