Select Page

Am I meeting my investing goals?

When it comes to managing investments like a professional, even knowledgeable investors might be surprised by how far they can stray from their goals. I know that when I first began to use the DIY.Fund tools, some of the basic insights shocked me. For example, I keep...

Managing Your Investing Timeline

Elections, Brexit, Initial Public Offerings, changes in the Federal Reserve Rate. The marketplace changes at breakneck speeds, but the changes to the world don't have to result to changes in your portfolio. When it comes to investing, one of the keys to success is...

Rebalancing Your Portfolio in a Volatile Market

What does it mean to have a balanced portfolio? A balanced portfolio reflects a thoughtful, and situationally relevant asset allocation strategy. Rebalancing your portfolio tends to yield higher performance than simply buying at a set asset allocation.

Should you add bonds to your portfolio?

Bonds are one of the most important investment asset classes, but they are also one of the most misunderstood. Bonds provide ongoing income to investors, and they tend to decrease portfolio volatility. As investors begin to construct their portfolios, it can be...

Don’t Crowdfund Investing Advice

Most people think they've risen above petty behaviors like following the crowd. But, when it comes to investing have you? Investing news and prophesies crowd internet forums, traditional media outlets, and personal finance blogs. Salespeople selling complicated...

How is your portfolio REALLY performing?

Do you know how your portfolio performed last year? Not how individual assets performed, but how all of them performed together? Does your performance take into account fees and expenses? It turns out, that investors who regularly contribute to their accounts...

Everyone is a genius in a bull market

On April 29, 2016, the United States stock market officially entered second longest bull market ever. It's only surpassed by thirteen year bull run from 1987-2000. During bull markets, spirits are high and investors tend to get a cocky. Everyone feels like a genius...