Blog Posts

Posts tagged rebalancing

CFP® Pro Tip of the Week - June 15, 2018: Rebalance

Mark TalercioJune 15, 2018CFP, fiduciary, fiduciary standard, rebalance, rebalancing, retire, retirement

#MeToo Movement, Rebalancing and Approaching Retirement

Mark TalercioFebruary 16, 2018MeToo, rebalance, rebalancing, retirement, retire, retirement planning

5 Retirement Mistakes to Avoid

5 Retirement Mistakes to Avoid

BlogMark TalercioFebruary 29, 2016diversification, hardwhip withdrawal, IRA Rollover, mutual funds, rebalancing, Retirement, retirement investments, retirement mistakes, Rollover

2015 Economic Intermission

2015 Economic Intermission

BlogMark TalercioJune 29, 2015asset allocation, Economy, Estate planning, Fed, Federal Reserve, homeowners insurance, Housing, Investments, Janet Yellen, Oil, rate hikes, rebalancing, Retirement, retirement planning

Bear Market Anniversary: Are you Still a Lousy Investor?

Bear Market Anniversary: Are you Still a Lousy Investor?

BlogMark TalercioMarch 4, 2014Bear Market low, diversification, emergency reserve fund, fear vs greed, investing, Morningstar, mutual funds, rebalancing, Stocks

Year-End Planning: Investments

Year-End Planning: Investments

BlogMark TalercioDecember 14, 2013rebalancing, tax planning, tax selling, taxable losses, wash sale, Year-end financial planning

Financial Crisis Anniversary: 5 Investor Lessons

Financial Crisis Anniversary: 5 Investor Lessons

BlogMark TalercioSeptember 16, 2013asset allocation, diversification, Financial crisis, Financial crisis anniversary, investing, mutual funds, rebalancing