asset allocation

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…

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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…

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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…

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