Word: portfolios
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Dates: during 2000-2009
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Okay. Your 401(k) hasn't lived up to the hype, but remember that even Warren Buffett lost $25 billion in the Great Recession. You've just survived one of the most harrowing periods in the history of modern finance. If you lost less than a third of your portfolio, you fared reasonably well. Your 401(k) may not be all it was cracked up to be, but with tax-deferred growth and a company match, it's still one of the best tools you have to get your retirement back on track. Handled with care (diverse, conservative investments...
Rebalance your portfolio. Most people don't look at their statements when the market is going south - much less do anything about shifting their asset mix. Look at what you own - now! If you went into the downturn with 60% stocks and 40% bonds and have done nothing, your mix is now about 50-50. You have cut your exposure to stocks just as they have become more likely to rise. How important is it to get back to 60-40 (or any other target mix that has been skewed by volatile markets)? A starting balance of $100,000 that...
Harvard’s investment strategy, which has long emphasized broad diversification of assets, has also made the portfolio more illiquid, or difficult to convert back into cash. This has proved especially problematic amid the broadly slumping markets of the past year...
...murkier. In the past, pieces of art have been certified through a combination of factors, including brushstroke patterns, analysis of the artist's signature, dating of the pigments or canvas used or even the instinctive (but subjective) opinion of academics who have extensively studied an artist's portfolio. A painting's provenance, or its history of ownership, is also important. Being able to trace a portrait back from owner to owner over the course of centuries is no small feat, and it often lends significant weight to a work's legitimacy...
...nation's retirement system? Any retirement-savings system that is to be used by a majority of Americans should accomplish a number of goals. First of all, it should encourage participation. Second, it should help working Americans manage risk by providing the tools needed to diversify their portfolio without overwhelming them with investment choices. Third, built into the system should be some form of objective, non-commissioned advice. And lastly, we need to ensure that once people have hit retirement, they have access to a product that provides low-cost, guaranteed income throughout the rest of their life. (Read...