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Archive for May 14th, 2008

The Strangest Investment Strategy Ever Created

“Asset rebalancing” may be the strangest investment strategy ever created and unfortunately, this a strategy we are seeing more frequently in 401k plans, 403b annuities, as well as in section 457 deferred compensation plans that we advise on for our clients. Don’t use it!

“Asset rebalan…

Building Investment Discipline The Key to Success

The key to financial success is mostly to build investment discipline. You have to keep putting money in, over and over. If you adopt the tortoise strategy rather than that of the hare, you’ll end up ahead in the long run.

Many people want to invest in spurts. They don’t think about it on…

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