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Entries Tagged as 'Arbor Asset Allocation Model Portfolio'

Seven ETF Advantages to Boost Your Portfolio Returns

March 3rd, 2010 · No Comments · Investment Planning, Portfolio Management

By Ken Faulkenberry
Exchange Traded Funds (ETFs) are an investment vehicle; a hybrid of stocks, mutual funds, and closed-end mutual funds. ETFs are a basket or portfolio of stocks much like mutual funds or closed-end funds. Much like a stock or closed-end fund, on a given day each EFT trades on an exchange with a number [...]

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Why and How to Add Brazil to Your Portfolio

February 8th, 2010 · 1 Comment · Portfolio Management, Specific Investment Ideas

By Ken Faulkenberry
Brazil has the tenth largest economy in the world and the fifth largest as measured by land mass. With a population of 193 million and a 2 trillion dollar economy, it is a political and economic leader in Latin America.  However, social and economic problems have kept it from being an effective global [...]

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Mr. Brown Goes to Washington – The Implications Beyond the Obvious

January 24th, 2010 · 3 Comments · Economics, Investment Planning

By Ken Faulkenberry
The election of Scott Brown to the Massachusetts U.S. Senate Seat has been called one of the biggest upsets in elections history. There are obvious important implications of his election. The fact Mr. Brown will be the 41st vote in the Senate takes away the democrats’ ability to dictate policy. His election probably [...]

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The Short-Term Case for a Higher Dollar

January 19th, 2010 · 2 Comments · Portfolio Management, Specific Investment Ideas

There are plenty of reasons the dollar is near all-time lows: the Federal Reserve printing money like mad; huge budget and trade deficits; large unfunded liabilities for Social Security and Medicare; and short term rates close to zero. These have all weighed on the price of the dollar. But all these problems are well known [...]

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How to Avoid the Coming Crash in Bonds

January 8th, 2010 · 2 Comments · Investment Planning, Portfolio Management, Risk Management

The environment for Bonds was extremely favorable from 1980-2008, one of longest such periods in history. This period brought us a falling inflation rate and government policies that favored lower interest rates causing bond yields to fall to generational lows, and therefore, bond prices to generational highs.
 
Historically, individual investors as a group tend to make [...]

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Portfolio Rebalancing: A Powerful Risk-Control Strategy

December 27th, 2009 · 1 Comment · Portfolio Management, Risk Management

By Ken Faulkenberry
Rebalancing is one if the most under utilized and under appreciated aspects of investing. An active asset allocation strategy, which requires frequent rebalancing based on current opportunities and risk, is the most successful strategy in today’s investment environment.
 
The purpose of diversification is to reduce risk by holding investments that will behave differently at [...]

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Economic Update – The Challenges We Face

December 7th, 2009 · 1 Comment · Economics, Investment Planning, Portfolio Management, Risk Management

By Ken Faulkenberry
The economy is going through profound changes trying to absorb the shock of two bubbles in one decade.  We are currently facing high unemployment, large and growing deficits, and a ballooning national debt. Instead of implementing sound fiscal and monetary policies, government policies of the past decade have and are compounding our long [...]

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