Index To Portfolio Allocation Content

The art of portfolio allocation and portfolio construction have been debated for years. When it comes to prudent investing, however the science is very clear. In this area you will find a plethora of information concerning an academic and scientific approach to portfolio allocation and construction. There are number of subtleties that can often throw people off track, it's important you get educated about the realities of what the science teaches concerning how to pick a different investments for a well diversified global based portfolio.

Summarizing Portfolio Construction

It's Your Money
It's Your Money
Summarizing Portfolio Construction
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The current economy is booming. The bull market is on a record run. The consumer confidence at an 18-year record high. With everything in the news, there has been a lot of speculating in the current stock market. Paul asks the question, does the social and economic climate really have a pull on the market? […]

Stock Picking: Confident Assertion or Financial Folly

Have you ever personally experienced a Confident Assertion within yourself or while observing others? I think it’s interesting in the area finance, how many Confident Assertions are made about the stock market. Then with hindsight become a bitter punch line, more so than a reality. We see this with recommendations from bullies on Wall Street; […]

April’s Market Update

It's Your Money
It's Your Money
April's Market Update
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In this podcast, Paul Nichols, the host of “It’s Your Money” does a brief market update encompassing February, March, and April of 2017. We also have a little input on how 2016 closed. We talk about how important international companies are when it comes to portfolio allocation and portfolio construction. Education leads to clarity, clarity […]

From My Daily Journal

A trend we have noticed among baby boomers that we have recently coached up about global market returns is a lot of people exhibit concern and worried body language. When we discuss retirement planning and income needs, not only is there a high percentage of fear, but some of the people that I’m talking to […]

20 Investment Questions

What if everything you thought you knew about retirement planning and investing turned out to be incorrect, when would you want to know? Once you did know would you do something about it? The real battle for investors comes when they attempt to exercise discernment not knowing or understanding the mechanisms involved. In other words, […]

Are You Diversified?

When it comes to portfolio construction, as well as portfolio allocation, one of the biggest areas that investors do not understand is the concept of dissimilar price movement. A simple example would be the idea of owning umbrella companies and sun tan lotion companies. Umbrella companies, unto themselves may be volatile, and sun lotion companies, […]

Coin Flipping

There’s a saying I’ve heard through the years, “Nobody loses in Vegas “. This makes me think of a relatively new area of financial study amongst many of the top university finance programs. The area of study is designed to understand better about investor behavior and psychology. We have learned more about this particular field from […]

The Lure of Easy Money

It's Your Money
It's Your Money
The Lure of Easy Money
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On this week’s “It’s our Money”, Investor Paul Nichols gives a Market Update and overviews of the truths of the academic investing. Paul talks about how the market has rebounded nicely in the last few weeks compared to the previous quarter. He also discusses three areas that often become stumbling blocks or traps for investors when […]

Interest Rates & the Price of Tea in China

Altoona, PA – The price of tea in China has been rising dramatically due to supply and demand. Some of the higher end teas are actually being hoarded after the price jumped 50% last year. Pu’er tea, a brew thought to have medicinal qualities, is grown in a remote southwestern province of Yunnan. At the […]

Short and Sweet Market Update

It's Your Money
It's Your Money
Short and Sweet Market Update
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This week on “It’s Your Money”, we have a short and sweet market update. The market has been turbulent as of late, primarily due to the continuing debt saga in Europe. Asia, more specifically China, has been dealing with some currency issues and have been creating uncertainty and speculation as the result. These things are […]

The Portfolio MRI

Is the goal of investing to get a yield/return? Specifically isn’t the goal of investing in the stock market to achieve a market rate of a return? The resounding answer is yes! In the last couple of decades, at various “Retirement Planning Today” classes that we conduct at local schools and universities, as well face to face […]

Where Do Returns Come From?

It's Your Money
It's Your Money
Where Do Returns Come From?
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Paul focuses on a primary question, do returns come from the market or do returns come from fund managers? In the market update you get an idea of how the different asset classes are performing year to date when it comes to retirement planning, income distributions, taxation, and wealth strategies. Education leads to clarity, clarity […]

Evolution of Passive Index Investing!

Lewisburg, PA – Recently I was reading an article from John Bogle founder of Vanguard. John is well known in financial circles as one of the champions of passive investing using index funds. John came from a strong academic background; as such passive index investing makes total sense. He was one of many noted academic […]

Punxsutawney Phil Beats the Pros

Punxsutawney Phil is arguably the most well-known prognosticator in America. Groundhog Day was established in 1887, held annually on February 2nd.  A large crowd will wait with baited breath to see what this famous oracle is going to predict. At Gobblers Knob, at 7:20 am, the crowd will be awaiting the fame rodent’s prime indicator, a […]

Sleep Factor

It's Your Money
It's Your Money
Sleep Factor
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This week Paul Nichols, the president of Financial Abundance, a registered investment advisor, shares a Super Bowl prediction as well as a recent blog, “What’s Your Sleep Factor for the CRASH to Come?” The “Investor Coach” is preparing listeners for the next stock market crash.  In addition to the regular market update, he also discusses […]