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Rebalancing my portfolio – CDs vs. EIULs

I recently wrote my first installment about rebalancing my portfolio. In it, I discussed some of the cons involved with investing in financial instruments that suffer losses. Essentially, if your account loses 20%, you must gain 25% to overcome that. The bigger the...

Rebalancing my portfolio – Part 1

I’ve recently started a plan to rebalance my portfolio. The first leg is to stop investing in my 401k, and instead route that money into an overfunded Equity Indexed Life Insurance policy (EIUL). More on exactly what that is in a moment. Mutual funds won’t...