Arbor Asset Allocation Model Portfolio (AAAMP) Blog

Arbor Investment Planner – Do It Yourself Investment Management

Arbor Asset Allocation Model Portfolio (AAAMP) Blog header image 4

Entries Tagged as '401k'

How to Cut Your Investment Taxes

April 7th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning, Portfolio Management

AIP Money Management Tips
 
John Templeton frequently shared his successful investment plan (see “Investment Lessons from John Templeton”  http://tinyurl.com/yghf7t4).
 
One of his main lessons was to Minimize Taxes. Here are some portfolio management tips to maximize total return:
 
-Fully Fund your IRA, 401k, or other retirement accounts.
 
-Since interest and REIT dividends are taxed as ordinary income; place [...]

[Read more →]

Tags: ···········

Consider Risk When Allocating Your Portfolio

November 30th, 2009 · 2 Comments · AIP Money Management Tips

AIP Money Managment Tip
 
Even if you’re able to generate considerable income, you have to know how to protect and preserve your capital. Investors who have employed a buy and hold strategy have lost a decade worth of growth. When the market just kept going up, it was easy to think it would continue and not [...]

[Read more →]

Tags: ···············

Investment Lessons from John Templeton

November 20th, 2009 · 2 Comments · Investment Planning, Portfolio Management, Risk Management

John Templeton was one of the greatest Investors of all time. He said “It is impossible  to produce superior performance unless you do something different from the majority”  He believed to succeed as a contrarian investor, you must recognize what the crowd believes, understand why the majority is wrong, and have patience and conviction to [...]

[Read more →]

Tags: ········

Five Most Important Factors Affecting Your Portfolio Value

November 11th, 2009 · No Comments · Investment Planning, Online Investing For Dummies

 
1.     Number of years your money has to compound – Compounding is THE most powerful investment principal.  Start your investment program early!  Starting at age 25, a $300 monthly investment earning 8.0% will build a 1 million dollar retirement portfolio at age 65.  Starting at 45, will require a $1700 monthly investment for the same [...]

[Read more →]

Tags: ·········