Personal Finance Advice and Commentary

Monday, October 27, 2014 11:30 am
By Dr. Don Taylor · Bankrate.com

The investor policy statement should address whether you are willing to make tactical asset allocation decisions in your portfolio.

Monday, October 20, 2014 12:00 pm
By Dr. Don Taylor · Bankrate.com

Investors face two primary risks when investing — the risk of losing principal and the risk of their investments losing purchasing power over time.

Sunday, October 05, 2014 7:00 pm
By Dr. Don Taylor · Bankrate.com

The move to let nonaccredited investors invest in hedge funds is an example of an investment approach winding its way down to retail investors.

Monday, September 15, 2014 8:00 am
By Dr. Don Taylor · Bankrate.com

Too many financial decisions are made in isolation, and not by looking at the big picture.

Monday, September 08, 2014 9:00 am
By Dr. Don Taylor · Bankrate.com

Investment advisers typically measure a client’s degree of risk aversion as part of the process of making investment recommendations and building client portfolios.

Monday, September 08, 2014 6:00 am
By Dr. Don Taylor · Bankrate.com

Target-date funds are mutual funds — and now exchange-traded funds, too — that invest in a combination of stocks, bonds and cash equivalents.

Monday, August 11, 2014 6:00 am
By Dr. Don Taylor · Bankrate.com

Robo-advisers are changing how middle-class Americans with smaller portfolios get investment advice.

Monday, June 02, 2014 10:30 am
By Dr. Don Taylor · Bankrate.com

One expression I’ve always found odd in investing is “There is a lot of cash sitting on the sidelines” or some variant of that expression. Like investors are waiting on the bench for the coach to signal that it’s time to get in the market. Why I find it odd is that there are two

Friday, March 07, 2014 10:23 am
By Dr. Don Taylor · Bankrate.com

A look at investor risk tolerance and how Fed policy continues to steer investors toward riskier assets.

Thursday, November 15, 2012 11:32 am
By Sheyna Steiner · Bankrate.com

A recent survey found that many investors are still nervous as a result of the recession and subsequent volatility in the stock market.