Home Buying, Retirement and Investing Expert
Rebecca Lake is a retirement, investing and estate planning expert who has been writing about personal finance for a decade. Her expertise in the finance niche also extends to home buying, credit cards, banking and small business. She's worked directly with several major financial and insurance brands, including Citibank, Discover and AIG and her writing has appeared online at U.S. News and World Report, CreditCards.com and Investopedia. Rebecca is a graduate of the University of South Carolina and she also attended Charleston Southern University as a graduate student. Originally from central Virginia, she now lives on the North Carolina coast along with her two children.
Posts by Rebecca Lake:
As you invest for retirement, becoming a millionaire might be a reasonable goal. Yes, millionaire status is no longer rarefied air, and depending on your income needs, having at least $1 million in the bank might be necessary to last you through retirement. So let’s say you’ve gotten to a point where you’ve got $100,000 saved. Can you turn that into $1 million? The short answer is that it’s possible, but it won’t happen overnight. If you’re interested in reaching millionaire status as an investor, here’s what you need to know to pull it off. Read more
When it comes to asset allocation, there’s more than one strategy you can follow. Tactical asset allocation is a moderately active approach to portfolio management that focuses on keeping pace with market trends. It’s all about making adjustments to your asset mix to capitalize on individual stocks or market sectors that are performing well, while still managing risk. If you’re interested in finding a way to maximize rewards for the short- or mid-term, here’s what you need to know about tactical asset allocation. Read more
When it comes to asset allocation and deciding how to diversify a portfolio, there’s more than one way you can approach it. A strategic asset allocation involves setting targets for each asset class, followed by periodic rebalancing to make sure your portfolio is staying aligned with your goals. It’s an alternative to dynamic asset allocation and tactical asset allocation. Read more
Environmental, social and governance (ESG) investing offers investors a way to grow their portfolio while doing good. This investment strategy has two goals: generating a financial return while also… Read more