John J. Diak, CFP®May 29, 20183 minAdjusting Your Portfolio as You AgeAs you approach retirement, it may be time to pay more attention to investment risk. Rebalancing your portfolio with your time horizon in mi
John J. Diak, CFP®Jun 30, 20155 minAnchor Your Portfolio With Index FundsOne of the most basic distinctions between mutual funds is whether the fund manager employs an active or a passive management approach....
John J. Diak, CFP®Jun 23, 20153 minTips for Retooling Your PortfolioLike a closet that isn't reorganized from time to time, a portfolio that isn't reviewed regularly can leave you feeling like the pieces...