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1
Announcements / Blog Post - Benchmarking: The Art of the Science
« on: February 01, 2020, 09:15:47 AM »
As found in the Merriam Webster dictionary the term “benchmark” has the following definitions:

> a mark on a permanent object indicating elevation and serving a reference in topographic surveys and tidal observations.

> a point of reference from which measurements may be made.

These definitions clearly suggest that a benchmark serves as a point of reference. The real key here—in the world of investments—is selecting a performance benchmark that is similar to the portfolio being measured against it. This often does not happen, which is why performance benchmarking so often is sheer lunacy.

https://www.investmentaccountmanager.com/products/benchmarking-the-art-of-the-science

2
Announcements / IAMv3 Individual Update 3.1.9 Available
« on: January 23, 2020, 10:01:43 AM »
Investment Account Manager v3 Individual - Maintenance Releases 3.1.9 Now Available

Use the choice 'Check For Updates' located on the IAMv3 Individual Version Menu Bar to automatically verify you are currently running the latest version of Investment Account Manager v3 Individual. You will be notified as to whether or not you have the current version. If not, you will be prompted to download the latest file.

Note: if this choice is inactive in your copy of Investment Account Manager, this indicates your support period has expired. To extend technical support for an additional year, renew thru our website Shop page: www.investmentaccountmanager.com.

If you have any questions, contact our technical support team: techsupport@investmentaccountmanager.com

Click here for a listing of improvements/changes/corrections included in IAMv3.1.9:
https://www.investmentaccountmanager.com/maintenance-release.php

3
Announcements / Blog Post - Defining Your Investment Objectives
« on: January 02, 2020, 12:30:14 PM »
With the start of 2020, now is an ideal time for investors to review their forward-looking investment objectives, understanding these objectives are affected by short- and long-term needs and changing requirements....

https://www.investmentaccountmanager.com/products/defining-your-investment-objectives/


4
Announcements / Blog Post - Save and Invest
« on: December 02, 2019, 08:51:07 AM »
Saving is a key principle. People who make a habit of saving regularly, even saving small amounts, are well on their way to success.  It’s important to open a bank or credit union account so it will be simple and easy for you to save regularly.  Then, use your savings to plan for life events and to be ready for unplanned or emergency needs.

https://www.investmentaccountmanager.com/products/save-and-invest/



5
Transactions / Re: GE Spinoff of GE Transportation
« on: November 29, 2019, 09:51:35 AM »
If you contact the investor relations division on GE's website, they will provide the proper share ratios and cost basis allocations.  Once you have this information, with proper market prices on the date of the spinoff, you can enter this under the IAM Transactions Menu | Global Transactions | Spinoff function. If you have add'l questions, please contact our technical support team: techsupport@investmentaccountmanager.com

Matt

6
Support / Re: Unable to post transactions
« on: November 26, 2019, 08:51:04 AM »
First off, verify you are using the latest v3.1.8 of Investment Account Manager.  Then once you have updated to this latest release, use the tools menu | rebuild data choice.  Then see if the issue is corrected for you.  As necessary, please contact our technical support team directly using this email address: techsupport@investmentaccountmanager.com

Matt

7
Transactions / Re: Spin off with multiple tax lots
« on: November 21, 2019, 08:36:09 AM »
When adding multiple spinoffs, these are entered in sequential order.  That is, determine the proper cost basis allocations post the spinoff for each company (parent and spinoffs received).  Then determine the % allocation this cost basis represents of the original parent.  When entering, make sure you adjust the percent allocations for each subsequent spinoff so the resulting tax basis assigned is correct for each company.  Refer to the help topic provided in IAM3 regarding multiple spinoffs for a working example you can follow.  If you have add'l questions, please email our technical support team directly: techsupport@investmentaccountmanager.com

Matt

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Announcements / Blog Post - The Inherent Value of Global Diversification
« on: November 01, 2019, 09:03:01 AM »
Highlights:
> Investors have a natural bias to invest domestically.
> Exposure to international stocks can improve portfolio performance over the long term.
> How best to invest internationally is a subject of considerable debate.

Ahh, home sweet home. That feeling of security and warmth of a place we are all so familiar with. For many of us, the house we grew up in is considered sacred as we have a powerful connection to the places and environment that shaped us. In fact, researchers using fMRI brain technology found key areas of emotional processing in the brain that are activated by places that individuals have strong emotional ties to....

https://www.investmentaccountmanager.com/products/the-inherent-value-of-global-diversification/


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Diversification is for folks who don’t know the future - which is all of us. Think of it this way, if you knew the future perfectly would you ever diversify your portfolio? Of course not. You would simply pick the single ticker that was destined to produce the highest return...     

https://www.investmentaccountmanager.com/products/the-purpose-of-diversification-a-review-of-the-past-49-years/


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Announcements / Blog Post - Managing Your Investment Portfolio Roster
« on: September 10, 2019, 09:20:54 AM »
With the NFL 2019 season underway,  we here at Investment Account Manager thought to offer an approach for managing your investment portfolio, much like the general manager of an NFL team manages their team roster. Considering the holdings in your investment portfolio as your ‘roster’ may help you to identify the role of each holding within your portfolio...

https://www.investmentaccountmanager.com/products/managing-your-investment-portfolio-roster/


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Announcements / Blog Post - Avoiding Investing Pitfalls...
« on: August 19, 2019, 10:08:58 AM »
Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients...

https://www.investmentaccountmanager.com/products/avoiding-investing-pitfalls/

12
General Discussion / Re: Mkt Price Taxable Bonds
« on: August 06, 2019, 09:24:29 AM »
Bob,

We do not offer any sort of automatic free pricing functions for corporate bonds, they are not available for automatic download, those would need to manually updated by you in the current asset library...

Matt

13
General Discussion / Re: Allocation = US Stocks NOT
« on: August 06, 2019, 09:23:12 AM »
You can define for a stock if it is foreign under the asset library menu | current asset library | select the stock | then the edit tab, to select the check box to classify as 'foreign security'.  If you have any additional questions, please contact our support team directly at techsupport@investmentaccountmanager.com.


Matt


14
Options / Using Covered Calls With IAM3 Individual
« on: July 17, 2019, 10:56:09 AM »
Investment Account Manager 3 Individual:  Using Covered Call Options
 
Investment Account Manager 3 Individual can track both long and short option transactions. The use of options in an investment portfolio can help to reduce risk, increase leverage, or both. Given the market indices are at all-time highs, now might be an ideal time to consider using such strategies to improve your investment results.

One popular option strategy is known as covered call writing.  Using this strategy, the investor attempts to reduce portfolio risk and increase portfolio income by giving up potential future gains on a stock holding (all or partial) within the portfolio. In this strategy, the investor sells the right to another investor (selling a call), to buy the stock owned (underlying security) at a predetermined price (strike price) within a predetermined time period (expiration date) for an agreed upon price (option price is known as the option premium).   Using covered call options offers an effective strategy to reduce over concentrated positions in an effort to rebalance your portfolio to targeted goals.

For example, if an investor owns 400 shares of XYZ which currently trades at $100/share, the investor could sell 1 covered call option giving the right to another investor to 'call away' 100 shares of XYZ at $110/share within 90 days. The seller of the call might receive a premium of $4.00/share at the time of the sale. The receipt of the $400 ($4 x 100 shares) increases portfolio income, but also limits the potential gain on these 100 shares to $110 for the next 90 days.  If XYZ has become too over concentrated in your portfolio, this provides an effective way to reduce the position, while realizing some additional gains and premium income, should the option be exercised.

If you utilize options within your portfolio, you’ll be impressed with IAM3’s superior functionality in tracking option transactions, and handling the complicated tax treatment they may involve. Option costs, pricing and values are maintained. And whether the call option is either closed by the seller, expires worthless, or is exercised by the buyer of the option, IAM3 Individual will accurately make all necessary tax and underlying stock basis adjustments automatically to satisfy record keeping requirements.

NOTE: An investor using options MUST have their investment account approved for option transactions. Before doing so, your financial institution will provide option information to help you understand the characteristics and risks of options. There are many sources for further information regarding option strategies. One of the best can be found at the Chicago Board of Options Exchange website - http://www.cboe.com/education/getting-started.




15
General Discussion / Re: 7Twelve Index
« on: July 02, 2019, 09:23:31 AM »
This index is now included for benchmark performance comparison.  7Twelve is a multi-asset balanced portfolio developed by Craig L. Israelsen, Ph.D. in 2008. Unlike a traditional two-asset 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk.

Learn more here:

http://7twelveportfolio.com/

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