The first few years in 2020 were a roller coaster ride of high high’s and low low’s. Despite the economic
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Category: Asset Allocation
2022 Year In Review: Life, Layoffs and Mortgage
A lot of life events happened in 2022. After a 6-month hiatus from the blog, it’s time to share how 2022 landed against our financial plans.
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Rebalancing to target allocations is financially right but feels emotionally wrong
Rebalancing minimizes risk but also reduces returns. But it’s hard to sell outperformers to buy into underperformers.
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