Indexing Advice is the name of my newsletter which I publish quarterly in March, June, September and December. This newsletter is written for people who are looking for advice on how to manage their 401k accounts. It recommends a specific mix of sector funds that should be available in any 401k plan. The sector funds and the asset allocation between each fund is reviewed each quarter so that the subscriber can take advantage of changing market conditions. It is recommended that each subscriber re-balance their portfolio to the recommended percentages at least annually (if not more frequently).
For individual investors who are looking to manage their own funds outside of a 401k plan, preferred Exchange Traded Funds (ETFs) are listed, giving you the information you need to follow the recommendations in your own investment account.
Indexing Advice is concise and to the point, helping people to quickly understand the reasoning behind the current asset allocations.
These Past Issues are available for free:
All purchases will give you a link to download the December 2024 issue. Future issues will be sent to you when they are published.
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