We’re sitting down with our financial planner on Monday for our annual portfolio checkup. The key issue we need to think through is the relative balance of our portfolio between safe/less safe investments and those which are liquid/illiquid. When we bought our condominium in Celebration FL in February, I was a bit concerned our portfolio would be getting a bit heavy in real estate. In … Continue reading Rebalancing Act
The holidays are a time for roaring fires and cozy Christmas dreams. Yet, the last few weeks have been far from that in the investment world as Wall Street grapples with big drops in S&P 500 value, a bond yield inversion, and global economic uncertainty. While I’d rather be writing about a ‘Santa Claus Rally’ – instead we are closing out the year in negative … Continue reading Playing with FIRE is Playing with RISK
Is it time to rebalance your early retirement portfolio? With the Dow Jones breaking 25,000 this week (I remember when it broke 1,000!) – and after posting 37% growth since the 2016 Presidential Election – maybe it is time to look at your balance of stocks, bonds, and cash and ensure that you have not become overweighted in equities? The year 2017 was a great … Continue reading Dow at 25,000 – Time For A New Year’s Rebalancing?
MrFireStation 