Two Moderately-Aggressive Asset Allocations For Income-Focused Investors

asset allocation

In last week’s article, “A Conservative Asset Allocation For Income-Focused Investors,” I noted that the process of managing cash flows starts with the following calculations: 1. Calculate the annual amount of money you need to live. 2. Subtract … [Read more...]

Asset Allocation of Bonds


One of the biggest questions facing investors of all ages and risk tolerance are what percentage of their portfolios should be devoted to bonds? It’s actually a very broad question with no one-size-fits-all answer. The best we can do is lay out some … [Read more...]

A Conservative Asset Allocation For Income-Focused Investors


Despite the headlines that make it seem as if every baby boomer is going to struggle to pay the bills in retirement, there are some people who have done an excellent job saving for their post-full-employment years.  For those people, the challenge … [Read more...]

Nobel Laureate + Bond Guru = The DoubleLine Shiller Enhanced CAPE Fund


The DoubleLine Shiller Enhanced CAPE Fund is an equity fund that combines the investment strategies of both Jeff Gundalch and Robert Shiller. Witnessing a need for sector selectivity in the stock market, and basing this selectivity on Robert … [Read more...]

If The Smart Money Is Selling, Should We Be Buying?


An interesting question was raised in a Wall Street Journal article this week. The article was titled “New-issue Flurry Hints at Trouble,” and the question was this: “When new issues become as massive as they are today, can it mean that markets … [Read more...]

Taking a Look at Freeport-McMoRan and Its Bonds


Income-focused investors looking to add exposure to basic materials should consider Freeport-McMoRan Copper & Gold (FCX). The company describes itself as a “premier U.S.-based natural resource company with an industry leading global portfolio of … [Read more...]

How A More Transparent Fed Has Increased Market Volatility


To investors, volatility is not a good thing. To many analysts, volatility is the definition of risk. The volatility of bond prices is the essence of risk to the investor in bonds because it means that one is never sure what price one might be … [Read more...]