Investing

Which is the winner? Lump sum investing or dollar cost averaging?

There’s no shortage of market pundits predicting impending doom. The current trend of prophecy is pointing to astronomical price-to-earnings ratios and how calamity ensued the last time this happened. If I’m an investor with a lump sum to invest, what do I do? The last thing I want to do is drop it in an… Continue reading Which is the winner? Lump sum investing or dollar cost averaging?

401(k) · Asset Allocation · Investing

What’s in my portfolio?

Last October, I shared my target allocations in my tax loss harvesting update. In this post, I thought I’d provide some financial voyeuristic fodder and share what my current allocations, as well as what investments I have in my portfolio. Tax-Advantaged and Taxable Allocations I break out my allocations between my tax-advantaged accounts (workplace 401(k),… Continue reading What’s in my portfolio?