THE WEALTH STRATEGIST
March 27, 2006  Volume 1 | Issue 6
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Synergy of Asset Allocation and Rebalancing

Aaron P. Sevigny, CSA, CEP, RFC

It is commonly understood among financial professionals that approximately 90% of variation in portfolio performance over time is attributable to asset allocation.  Clearly, this makes your decision with respect to asset allocation the most i...

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Searching for the Perfect Retirement Plan

Steven T. Merkel, CFP®, ChFC

Do you ever wonder if you're saving enough for retirement?  Or perhaps you question if you are using the best retirement vehicles that are available to you?  For many of us, we have little or no control over the type of plan that is avai...

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