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Guidelines for Achieving Broad Portfolio Diversification

In the News

"The 10 Best Books to Help You Retire Richer, According to Financial Advisors," Money Magazine, June 2018.

"Financial Advice from Three Top Professors on National Teacher Appreciation Day," Forbes, May 3, 2016.

"Like a Golf Score, a Lower Risk-to-Return Ratio Wins," InsuranceNewsNet Magazine, September 2015.

"How Safe is Your Retirement Portfolio?," Next Avenue, January 22, 2015.

"For Bond Investors, The Other Shoe Still Didn't Drop," Carla Fried, The New York Times, January 9, 2015.

"The Magic Number," Laura Shin, 2015 Investment Guide: Road Map to Riches (special issue), Forbes, December 10, 2014.

"Chasing Performance Can Lead Investors to a Calamitous Fall," InsuranceNewsNet Magazine, April 2014.

"Seven Steps to a Winning Portfolio," Dominic Picarda, Investors Chronicle, December 4, 2013.

"What's the best financial advice you've ever received? Here are a few answers." Deseret News, August 13, 2013.

"The Best Way to Grow Your Retirement Portfolio After 45," Next Avenue, July 24, 2013.

"Should You Maintain an Allocation to Bonds When Current Rates Are Low?," AAII Journal, American Association of Individual Investors, May 2013.

"Spice Up Your Salsa," Seeking Alpha.com, August 2012.

""REITs No Longer Alternative Asset Class," REIT.com, July 2012.

"Resetting Unreasonable Expectations," InsuranceNewsNet Magazine, April 2012.

"Balancing Your Portfolio in a Bonkers Market," John Wasik, Reuters Money, September 26, 2011.

"Is It Time to Jump Back into Stocks?" Reuters Money, August 2011.

"Building a Better Nest Egg," Christopher M. Wright, Real Estate Investment Today, May/June 2011.

"Why Index Investing?" by Russell Wild, MBA, The Saturday Evening Post, March/April 2011.

""Lazy Portfolios Win Again in 2010," Reuters Money, January 10, 2011.

""The Best Thing About This Speaker? His Salsa," Dana Anspach, About.com, a part The New York Times Company, November 22, 2010.

"Summer Reading: Portfolio 'Ingredients'," TheStreet.com, August 14, 2010.

"7Twelve Balanced Fund’s Model Favors Broader Selection of Assets for Higher Return, Lower Risk," Scott Burns, The Dallas Morning News, March 28, 2010

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7Twelve 9th Annual Conference, February 3-10, 2019, NCL Cruise
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Survival Test," Financial Planning, February 2013
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On The Lighter Side
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