On Friday, I filled in for Tom as host of the Mullooly Asset Show.  On the episode, I talked about why having just an investment portfolio, and not a full financial plan, might be a mistake.  Ultimately, the portfolio should be one piece of the larger pie.  To watch the video, follow this link!

Here’s what I’ve been reading this morning:

‘Addressing Low Return Forecasts in Retirement with Tactical Allocation’ – Nathan Faber – Newfound Research

‘Separating the Dos From the Don’ts of Investing’ – Ben Carlson – Bloomberg

‘The End of the Go-Go Years’ – Ben Carlson – A Wealth of Common Sense

‘Skills vs. Behavior’ – Morgan Housel – Collaborative Fund

‘Why Falling Country Correlations Matter’ – James Calhoun – ETF.com

ENJOY!

Now Go Talk About It!