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Consumer Tips & Tools Articles



Asset Allocation

Grid Lock: Is Your Financial Future Already Boxed In?
Mary A. Malgoire, MBA, CFP
This article puts your investments in perspective.
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Investing in Retirement
Frank Armstrong
With people living longer and more active lives, many people are taking a longer-term perspective for investing even during retirement. NAPFA-Registered Financial Advisor Frank Armstrong discusses how to balance return and risk during retirement.
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Maintaining Your Asset Allocation
Kenneth Robinson, CFP
This article examines how you can ensure you are properly allocating your assets.
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Rebalancing Your Portfolio
Catherina Pareto
NAPFA member Catherina Pareto explains the principles of portfolio rebalancing. Posted in 20004.
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Sample Asset Allocation
Frank Presson
 NAPFA-Registered Financial Advisor Frank Presson provides a sample asset allocation of a hypothetical client that shows how an advisor might suggest diversifying investable assets.
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Understand Your Advisor's Investment Philosophy
Tom Carroll
Your financial advisor should be able to explain to you his or her investment philosophy. Here's what NAPFA-Registered Financial Advisor Tom Carroll tells his prospective clients.
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Understanding Investment Styles
John Henry Low
One of the keys to sucessful investing is having a consistent framework for making decisions. In this article, NAPFA-Registered Financial Advisor John Henry Low explains some of the major ideas that many successful investors have used.
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Witnessing a Financial Suicide
Mary A. Malgoire, MBA, CFP
Understanding what it takes to mitigate investment risk is a key way to avoid a financial suicide.  What else is involved? This article will tell you how to avoid making tragic financial mistakes.
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