investing Archives

Review And Adjust Your Investments Each Year

Posted on April 10, 2020 by Kristin Gray

Your portfolio is diversified and you’ve developed an asset allocation strategy that you’re comfortable with. All is well. Then, at the end of the year, you find that the weighting of each asset class in your portfolio has changed. What happened? Well, over the course of the year, the market value of each security within […]

Investing in Low Cost Index Funds

Posted on November 26, 2019 (April 10, 2020) by Kristin Gray

In advice for his trustee to follow upon his passing, investing genius Warren Buffett says: “Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund.” Evidently, Buffett favors low-cost, low-risk index funds over other higher-risk investment vehicles. Are you an active investor? Here’s a sobering thought […]