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Investment Plan and Portfolio

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Managing Your Portfolio: Frequent Rebalancing Helps Maintain Allocation Targets
by David Swensen

Investment Guru David Swensen on what he did and what you can do with your portfolio.

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Complex Equity Portfolio Structure: Is Your Advisor Leading You Down The Wrong Path?
by David M. Stein

Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.

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Retirement Planning - Donating Pension Plan Assets: Charities Gain, IRS Loses
by Gary Rathbun

A case study on shielding pension assets from the tax collector.

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Investment Portfolio: The Case for a Mutual Fund Manager-Based Strategy
by Vern Hayden

The main criteria the author uses in choosing funds are the managers' philosophy of investing and their track record in both up and down markets.

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