Asset Allocation
Financial Planning: Rules of Thumb
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to…
Five Core Principles for Investors
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here are five core principles every investor should keep in mind: 1. DIVERSIFICATION: Diversification is how you limit the risk…
Investment Strategy…using an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Financial Advice…on an Index Card
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Harold Pollack, a professor of public policy at the University of Chicago, generated a good deal of buzz a few…
Maximizing After-Tax Investment Returns through Asset Location
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…
Conducting a Mid-Year Investment Portfolio Checkup? Avoid These Mistakes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
When it comes to checking up on your portfolio, a policy of benign neglect invariably beats too much monitoring. Investors…