Financial Planning 2 | Rowan Financial

Diversification Isn't Enough

Guest Post by David Waldrop, CFP® Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all of your eggs in one basket.” If XYZ stock is the basket you put all your eggs into and it goes haywire, all your eggs are gone. And…

The 80 Percent Approach to Personal Financial Planning

By Dave Rowan

What Does a Dead Italian Guy Have to Do with My Personal Finances? I’m a big fan of the Pareto Principle. It is named after Italian economist Vilfredo Pareto and is also known as the “80/20 rule.” When observing commerce during the late 19th and early 20th century, Pareto noticed that 80% of an economy’s…

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