Roger Coleman, Morgan Stanley Smith Barney was ranked number one on 2010 Barron list of top 100 financial advisors in the state of New York.
Roger Coleman Investing advice
Roger Coleman preaches diversification, and has his managers following a Morgan Stanley model for global allocation: about 30% in bonds; 45% in equities; and 25% in alternative investments.
written by Constantine Njeru
\\ tags: Alternative Investments, Barron, Bonds, Diversification, Financial Advice, Financial Advisors, Financial Investment, Global Allocation, Investing Advice, Investment Tips, Morgan Stanley, Roger Coleman, Roger Smith, Smith Barney, Stanley Smith, State Of New York
In this Wall Street Journal article Christopher Jones, a New York financial planner has some clever ideas on how to allocate money during this period of low interest rate.
Mr. Jones is advising clients who can afford to pay cash for a home to take out a mortgage instead and invest the funds in a diversified portfolio. “If you look at where the market is now and where it could be five to 10 years from now, the return potential is significant,” he says. Ideally, investors would want to borrow at rates below 5% and invest the money in a well-diversified portfolio aiming to return 8% a year over 10 to 15 years.
Read the whole article at Wall Street Journal
written by Constantine Njeru
\\ tags: 10 Years, Christopher Jones, Clever Ideas, Diversified Portfolio, Financial Advice, Financial Investing, Financial Planner, Interest Rate, Investing Advice, Investors, Money, Mortgage, Street Journal Article, Wall Street, Wall Street Journal