As you may know, I’ve decided to invest roughly 50% of the earnings from The Dough Roller in B shares of Berkshire Hathaway. (The other half goes to charity.) I say roughly half goes to the B share because a small portion of the 50% I keep goes to loans on Prosper and [...]
This is a guest post from author Richard A. Ferri, CFA. If you’d like to write for TDR, please drop me a line. Also remember to enter our contest to win three of Rick’s books, including a hardcover copy of The ETF Book. Get the details here.
Should investors buy ETFs or mutual [...]
World markets plunged yesterday. Just to recap:
Britain’s benchmark FTSE-100: -5.5%
France’s CAC-40 Index: -6.8%
Germany’s blue-chip DAX 30: -7.2%
India’s benchmark stock index: -7.4%
Hong Kong’s Hang Seng index: -5.5%
Canada’s S&P/TSX composite index: -4.8%
Brazilian stocks: -6.6%
Argentina’s Merval index: -6.3%
About the only market not to decline was the U.S. markets, because [...]
Richard Ferri is CEO of Portfolio Solutions, LLC, an investment management firm based in Troy, MI. Portfolio Solutions manages approximately $1 billion in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth.
Rick has written five books on asset [...]
I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. [...]
Asset Location involves allocating mutual fund investments across taxable, tax-deferred and tax-free accounts in a manner that minimizes tax liability. If all of your investments are in the same type of account, a traditional 401(k) for example, then asset location is not an issue. If you also have investments in a taxable account, [...]
At the end of each year I calculate the performance of my investments and compare it to the S&P 500. Why? Curiosity more than anything. Some years I beat it, some years I don’t. Over the past five years, I’ve trounced the S&P 500. But I’ve been investing long enough [...]
Yesterday we looked at building an asset allocation plan. We walked through my asset allocation plan as a guide, but you’ll obviously need to make investing decisions that are best suited for your situation. Today, I’m going to layout all of my investments, compare them to my asset allocation plan, and then discuss [...]
Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five [...]
