Posts by SCOTT WELLENS
The Importance of Remaining Disciplined with Asset Allocation, Ep #254
We invest in large companies, small companies, value companies, international companies, emerging markets, etc. We practice discipline when investing in all of these asset classes. If we want 20% of a portfolio allocated to large value, we maintain that percentage. We also practice strategic rebalancing. If something has an upward momentum, we set tolerance zones.…
Are You in the Top 5% of Income-Earners or Net Worth? Ep #253
Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American households, tracking assets, debt, and more. One of the things they cover is who landed in the top 5% of both income…
Demystifying Financial Advisors, Ep #252
Does the Outcome of the Presidential Election Impact My Investments? Ep #251
Do we care who wins the election? Does it actually impact our investments? The issues at stake matter to each of us for different reasons. Most Democrats think things will be better if a Democrat is voted into office. Most Republicans likely feel that things will fare better with a Republican in office. But does…
6 Lessons from Fritz Gilbert’s 6 Years of Retirement, Ep #250
I frequently talk about what you should do to prepare for retirement and how to handle the years leading to retirement. But I rarely talk about what to do during retirement because I have not experienced it. So when I came across Fritz Gilbert’s article, “6 Lessons from 6 Years of Retirement,” I knew I…