How do I get the most out of a meeting with a financial advisor I don't particularly trust? [more inside]
posted by LN on Mar 19, 2009 - 10 answers

I have four mutual funds in my IRA account - a Total Market index fund, a Small-cap index fund, an International stock index fund, and a Bond index fund, and I'm trying to figure out how to allocate my assets between them. I've read a little bit about "Modern Portfolio Theory" and the "Efficient Frontier", but I'm struggling to understand some of the math. So, is there a simple way I can test whether a particular allocation is on the efficient frontier? Or, see all the possible allocations on the efficient frontier and choose between them? How do I figure this out? Ideally, I'd love to see a simple enough formula that, given the mean and standard deviation (and maybe correlation matrix), of my four funds, would tell me what allocation is on the efficient frontier. Or, some type of online tool, or an Excel spreadsheet or something. [more inside]
posted by stuehler on Feb 17, 2009 - 10 answers

How can I maximize my savings for a trip I'm planning for 2009? [more inside]
posted by sprocket87 on Nov 9, 2007 - 6 answers

What are some good resources to help an expatriate plan for retirement? [more inside]
posted by armage on Apr 29, 2007 - 1 answer