Tag Archive for: asset mix

Construction Across The Street: A Personal Finance Story (Chap. 7)

  Authors’ note: Explaining personal finance can be pretty dull, but it’s a subject we all need to continually learn about. I’m trying to fix the problem by using a quirky (funny?) story to explain personal finance. In this story, two friends discuss risk tolerance, asset mix and the concept of beta. The stories are […]

Surprising Reasons Why Higher Interest Rates Impact Stock Portfolios

I had to get a knot out of a drawstring bag the other day. Funny- when you start to pull the knot apart, you may be surprised at how the strings are intertwined. This is an analogy for the relationship between higher interest rate and your stock portfolio. The connection may surprise you. Have a […]