This Week:

95 – Rebalancing

Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for “gaming” or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your riskier holdings outperform projections, your portfolio is over-weighted with riskier assets. Ken walks you through the timing and tactics of a rebalance – including yearly cash injections or shuffling of holdings.

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Recent Episodes

95 – Rebalancing

Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for “gaming” or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your...

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94 – Two Funds for Life

Ken continues his study of Paul Merriman and Richard Buck's financial insights. The duo, Ken explains, have begun developing a strategy that is simple for investors to implement. They found that proper asset allocation is key to success. To keep it simple, you allocate these funds to 1) A...

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93 – The Target Date Fund

Ken rounds out his discussion of “We’re Talking Millions” covering the last 3 points in the book. Ken mainly focuses on #10: Dollar Cost Averaging and #12: Target Date Fund. Ken already covered #11 in Ep. 81-84. With Dollar Cost Averaging, you take the fear out of investing by...

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92 – Three Contrarian But Effective Investing Strategies

Ken continues his series discussing Paul Merriman’s new book “We’re Making Millions.” Points 7-9, some may argue, fly in the face of conventional investment wisdom. #7: Invest in Small Company Stocks. #8: Invest in Value Stocks. #9: Buy and Hold. Traditionally, large company index funds are recommended, so why...

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91 – Key Long Term Investment Decisions

As promised, Ken continues discussing Paul Merriman and Richard Buck’s book “We’re Talking Millions,” this time focusing on points 4-6. Ken acknowledges that some of his opinions may differ from others – Ken aims to base his decisions on the research and facts available to him. Regardless, there is...

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90 – Twelve Ways to Supercharge Your Retirement

Ken provides 12 tangible action items to help boost your retirement portfolio. No crazy gimmicks or portfolio flips, just 12 tried and true concepts. Ken pulls these items from Paul Merriman and Richard Buck’s book “We’re Talking Millions.” Some concepts you’ve heard of in past episodes, others will be...

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