Weekly Highlights: May 2, 2009
This week Moolanomy was named 100 Best Financial Planning Blogs by Online MBA Guide — thank you. This is an auspicious timing since I’ve decided to start Moolanomy’s Financial Success Plan as a way to organize existing and new content on this site to help readers find the best information for their journey toward financial [...]
Warren Buffett Versus Modern Portfolio Theory
In this Ask The Expert With Larry Swedroe article, Zapp challenges the legitimacy of Modern Portfolio Theory citing Warren Buffett as a rule breaker. So which is it, Modern Portfolio Theory or Warren Buffett? Here’s the question from Zapp:
Other than by taking the self-denigrating stance: “I am not an above average investor”, how can a [...]
November 2008 Site and Net Worth Review (-5.87%)
Before I begin my net worth review, I would like to point out that Larry Swedroe recently published The Only Guide to Alternative Investments You’ll Ever Need. The book got several great reviews on Amazon.com and my copy is on order. Hopefully, I’ll be able to share some insight from the book with you soon. [...]
The Ultimate Guide To Asset Allocation
Asset allocation is an investing a strategy for maximizing gains while minimizing risks in your investment portfolio. It involves diversifying your assets among different broad categories of investments, such as equity, fixed income, and money market, etc. By reducing your investment risks, you’re in a better position to meet your financial goals.
How Asset Allocation Works
The [...]
I think many of us heard about income streams, active income, passive income, and portfolio income before (if not, I have brief description of each below). I’d like to share some quick observations about active versus passive income as it relates to financial independence and wealth.
The image above is a simplification that shows active income [...]
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| High Yield CDs (1-year) | 1.60% |
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