investment strategy

  1. 18 May 2023

    Articles I never published

    I'm taking a break from publishing on this blog — it might be permanent, I'm not sure. Before signing off, I thought I'd share some articles I wish I'd published: exit interview thoughts on Fairhaven…

  2. 22 January 2021

    What is your asset allocation?

    Asset allocation — how your investments are split up — is really, really, really important. Get it right and you can make plenty of other mistakes and still be fine. Get it wrong and you're choosing b…

  3. 17 May 2019

    A financial plan should be based on YOUR circumstances, needs, and objectives

    When it comes to money, I'm a "set and forget" kind of guy — one sign of a good strategy is that you can leave it alone. What you should review, every so often or when life shifts, is whether the plan…

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