Posts Tagged ‘Asset Allocation’
Monday, November 8th, 2010 by Charles Mayfield, CFP®
"Bond Risks"
Bond Basics—Part 1: http://atlantaplanningguys.com/?p=1214
Bond Pricing—Part 2: http://atlantaplanningguys.com/?p=1229
Welcome or our final chapter of Bond Basics! As investors, we tend to assign less risk and more safety to these types of investments. ...
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Tags: Asset Allocation, Bond allocation, Bond ladders, Bond risk, Credit Risk, Default risk, Interest-rate risk, market risk
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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 ...
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Tags: Asset Allocation, Bonds, Fixed Income investing, Retirement, Retirement Planning, Retirement Withdrawals, Safe Retirement withdrawals, Stock, sustainable withdrawal ratio, sustainable withdrawals
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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 ...
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Tags: alternative investments, Asset Allocation, Distribution strategy, Diversification, IRA distributions, Outliving your money, Portfolio distributions, Safe Retirement withdrawals, sustainable withdrawal ratio, sustainable withdrawals
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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 ...
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Tags: apples & oranges, Asset Allocation, Callan Chart, investing fundamentals, investing philosophy, investment categories, investment classes, Performance Chasing, stock market investing
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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 (http://atlantaplanningguys.com/?p=239), he ...
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Tags: 2009 British Open, alternative investments, Asset Allocation, Diversification, golf, investing fundamentals, investing philosophy, investing success, Stewart Cink, stock market investing, Tom Watson
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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 ...
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Tags: Asset Allocation, Diversification, Investments
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