assets

Where Should I Put My Money? (A Guide to Asset Allocation)
  • Where Should I Put My Money? (A Guide to Asset Allocation)

Where Should I Put My Money? (A Guide to Asset Allocation)

By |March 31st, 2016|

I’ve got a problem.

I suspect you have a problem, too.

I can’t figure out what to do with my money.  Can you?

I just freed up some liquidity via the sale of my house, and I’m nervous about plowing it into….

Equities. The equity market is elevated, and the recent upturn could well be a “dead cat […]

Here’s one Asset Allocation that Billionaires Recommend
  • Here’s one Asset Allocation that Billionaires Recommend

Here’s one Asset Allocation that Billionaires Recommend

By |November 6th, 2015|

“This stock is hot Buy this right now! It’s going to go higher. ”

Sounds familiar?

If you watch TV or read the news about the stock market that’s pretty much what journalists, “specialists” and “gurus” tell you. It seems that their strategy almost always consists in taking advantage of short time fluctuations. They pretty much […]

Top 5 Ways to Protect your Assets
  • Top 5 Ways to Protect your Assets

Top 5 Ways to Protect your Assets

By |April 13th, 2015|

By: Robert B. Wolfe, CFP®

Depending on the state of one’s legal residence, the strategies and techniques for asset protection can vary. As an example, for those living in the State of Florida, the tools at the disposal of individuals are broad and sharp. Florida is so attractive of a place for defensive planning, that […]

Hedgeable: Digital Asset Manager 2.0 - Is America ready?
  • Hedgeable: Digital Asset Manager 2.0 - Is America ready?

Hedgeable: Digital Asset Manager 2.0 – Is America ready?

By |February 3rd, 2015|

In 2014, we saw huge growth in robo-advisors and rightfully so. There are many benefits to automated investing and robo-advisors are reaching a market that is underserved. They can take much smaller clients than financial advisors, are cheaper than advisors, and, with everything done online, it’s easy to sign up and transfer funds. However, […]