We talk a lot about stocks here, but asset class allocation is always in the background for every investor who wants to remain open and responsive to the market’s moods. It is always a matter of matching perceived risk to potential returns. When it looks like stocks are approaching a near-term ceiling, we stop buying stocks to concentrate on assets that can make reasonable money. Sometimes answering that question is easy. The S&P 500 normally climbs about 8% and pays out a 3% dividen
Jim Woods has over 20 years of experience in the markets from working as a stockbroker, financial journalist, and money manager. As well as a book author and regular contributor to numerous investment websites, Jim is the editor of:
Bob Carlson provides independent, objective research covering all the financial issues of retirement and retirement planning. In addition, Bob serves as Chairman of the Board of Trustees of the Fairfax County (VA) Employees’ Retirement System, which has over $2.8 billion in assets.