Leaving your money in an old, forgotten 401(k) could be a losing proposition. Hidden fees, limited investment options and a likely unbalanced asset allocation can plague your retirement plan(s). If you are like many people, you’ve had many jobs over your career and left retirement-plan assets scattered about. Consolidating these plans and investments can help: rebalance your [...]
Tag Archives: asset allocation
We (Still) Believe in Modern Portfolio Theory
There has been a lot of talk about the demise of Modern Portfolio Theory. We still believe in Modern Portfolio Theory. Modern portfolio theory is concerned with controlling risk (risk management) for the whole portfolio by allocation among asset classes that in themselves may be volatile (and correspondingly have higher returns), but whose returns are [...]