Does it make sense to look at your overall portfolio or individual holdings?
Asset Allocation
Market Timing & Interest Rates
Should you change your portfolio to account for 5% T-bill yields?
A Short History of Interest Rate Cycles
Long-term bonds vs. short-term bonds.
Is It Realistic to Have 100% of Your Portfolio in Stocks?
Balancing bear markets and compounding in the stock market.
How Do Stocks & Bonds Perform Following Big Down Years?
Market performance after the worst years in history for stocks, bonds and a diversified portfolio.
Boring is Beautiful in Investing
Why successful investing should be like watching paint dry.
How Should You Choose Your Asset Allocation?
Asset allocation selection is an art, not a science.
When Should You Change Your Asset Allocation?
4 reasons to change your asset allocation.
Which Asset Class is More Attractive Right Now: Stocks or Bonds?
Some thoughts on the relative attractiveness of stocks vs. bonds.
The Best & Worst Years in Stock Market History
The importance of rebalancing your portfolio.
