Bethe is the asset allocation portfolio schedule for an update this morning. This portfolio is undergoing a few changes in the asset makeup as I am setting this portfolio up, as well as several others, to withstand a potential market correction. As currently constructed the Bethe is holding too many shares of SCHD, based on the target percentage. Rather than selling shares I plan to hold the … [Read More...]
Questions To Ask Before You Hire A Professional Money Manager
What To Look For When Selecting A Money Manager In The Investment Answer, authors Daniel Goldie and Gordon Murray pose five critical decisions facing investors. Decision #1 is - The Do-It-Yourself Decision. Will you manage your own portfolio or … [Read more]