Search found 7 matches

by tcorriero
Fri Oct 23, 2015 5:05 pm
Forum: Investing - Theory, News & General
Topic: Concept of having limited "Risk Credits" to "spend" on constructing a portfolio?
Replies: 4
Views: 677

Re: Concept of having limited "Risk Credits" to "spend" on constructing a portfolio?

it's an informal (and i think very intuitive way) of saying: "Look, you only want to take so much risk in your portfolio. You can think of it as having a limited amount of 'risk credits' you can spend to build a portfolio. When you take risk in the fixed income component of your portfolio, you don't...
by tcorriero
Thu Oct 22, 2015 12:08 pm
Forum: Investing - Theory, News & General
Topic: Concept of having limited "Risk Credits" to "spend" on constructing a portfolio?
Replies: 4
Views: 677

Concept of having limited "Risk Credits" to "spend" on constructing a portfolio?

A friend of mine speaks of having limited "risk credits" to spend in portfolio construction. And specifically that spending your limited "risk credits" on any long-term or corporate fixed income allocation is not as rewarded as spending it on the equity side of the portfolio. I can't seem to find th...
by tcorriero
Wed Oct 21, 2015 9:18 am
Forum: Personal Finance (Not Investing)
Topic: FAFSA / impact of remarriage / earning too much to get financial aid anyway?
Replies: 10
Views: 1050

Re: FAFSA / impact of remarriage / earning too much to get financial aid anyway?

Thanks all. To be specific with the question:

If client has $100 to $150k AGI, and 2 kids in college, is there a rule of thumb on whether her kids should expect financial aid or not?
by tcorriero
Tue Oct 20, 2015 7:45 pm
Forum: Personal Finance (Not Investing)
Topic: FAFSA / impact of remarriage / earning too much to get financial aid anyway?
Replies: 10
Views: 1050

FAFSA / impact of remarriage / earning too much to get financial aid anyway?

I have a client who is about to be married. Her AGI is roughly 125k. She has two dependents, one of them in college, the other a junior in high school. She is going to marry someone with an AGI of around 800k. I've counseled her that his income will be included in her FAFSA. She retorts that her inc...
by tcorriero
Sat Oct 17, 2015 10:10 am
Forum: Investing - Theory, News & General
Topic: EMH, strong or semi-strong or weak form?
Replies: 49
Views: 9497

EMH, strong or semi-strong or weak form?

New to this world, and forum. Reading a lot about investing according to the EMH. I'm on board. We can't beat the market in the long run. Yet it seems very important to qualify the EMH by the statement "in the long run". Apologies for the arm-chair approach to empirically-based economics, but doesn'...