Posts Tagged ‘Asset Allocation’

A Lesson You’ll Bond With—Part 3

Monday, November 8th, 2010 by Charles Mayfield, CFP®

"Bond Risks" Bond Basics—Part 1: Bond Pricing—Part 2: Welcome or our final chapter of Bond Basics!  As investors, we tend to assign less risk and more safety to these types of investments.  ... more »

Top 5: Retirement Spending Misconceptions

Monday, July 19th, 2010 by Cass Chappell, CFP®

When I meet with a prospective client for the first time one of my first questions of them is about retirement.  I am curious to know how they anticipate living off ... more »

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

Good Apples & Oranges help avoid Lemons

Tuesday, December 22nd, 2009 by Charles Mayfield, CFP®

There are certain inevitable truths to our business.  Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the ... more »

Out with the Old, In with the New!

Friday, July 24th, 2009 by Charles Mayfield, CFP®

        But what if the old still works?  Well, I guess you want a little bit of both.  As many of you have probably guessed from one of Cass’ recent posts (, he ... more »

America is “Overweighted”

Monday, September 8th, 2008 by Charles Mayfield, CFP®

We have certainly heard quite a bit about the obesity issue in the country.  People are eating too much and not exercising enough.  There is another problem that we run into ... more »