This post is going to be a little more technical than what we’ve been doing over the past couple of months. I’m not intentionally trying to make it more technical but this particular analysis is a byproduct of some of the other work I’m engaged in currently and felt it was a good example of …

While golfing with a buddy last week, he asked me to teach him all about investing. Easy enough, right? I don’t know all about investing. Lesson over. Of course, that’s not what he was looking for or expecting. I ended up sharing many of the concepts I’ve been addressing in this blog over the past …

As we mentioned in last week’s post, time horizon is the length of time you plan to hold an investment which usually lines up with some sort of event that will require the use of the funds invested. One of the most common of these so called liquidity events is retirement. The asset classes you invest …

In the case of investing, time horizon is how long you expect to hold your investments. It goes hand in hand with diversification and compounding, which we’ve addressed in recent weeks’ posts. Understanding your time horizon and investing according to your time horizon are critical to your investing success. Events tend to drive the investing …