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Announcements / Blog Post: MId Year Portfolio Rebalancing
« on: June 06, 2022, 10:23:39 AM »
As we’re nearing the halfway point of 2022, we pass along this reminder to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task.  read more...

https://www.investmentaccountmanager.com/products/mid-year-portfolio-rebalancing-to-reach-long-term-goals/
 

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Two of the most important decisions an investor must make when constructing portfolios are the 1) allocation of the portfolio assets between stocks, bonds, cash and other investments and 2) the diversification of securities within those asset classes.

read more:

https://www.investmentaccountmanager.com/products/portfolio-allocation-diversification-and-rebalancing/

3
For many investors, an investment record keeping system consists of shoe boxes in a closet, unopened envelopes in a kitchen drawer, or other similar disorganized collection of investment statements. For such investors, these investment record keeping systems provide little, if any, educational benefit for managing your portfolio.

read more: https://www.investmentaccountmanager.com/products/organizing-investment-records-for-successful-investing/

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Announcements / BLOG POST - DIVIDEND REINVESTING AND COMPOUNDING GROWTH
« on: February 01, 2022, 11:41:26 AM »
If you want to take advantage of the compounding effect of income producing investments, then a solid dividend reinvestment plan (DRIP) may be suitable for your needs.

Continue reading Dividend Reinvesting and Compounding Growth...

https://www.investmentaccountmanager.com/products/dividend-reinvesting-and-compounding-growth/

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Announcements / BLOG POST - 5 Steps for Year End Portfolio Rebalancing
« on: December 01, 2021, 09:12:00 AM »
As 2021 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes.

Rebalancing is the process of reallocating assets within a portfolio. It is a method to help you get your investments back in line with your target allocation of stocks, bonds and short-term reserves. Rebalancing helps investors by shifting money from those investments that have performed well into portfolio underachievers.

Read more:

https://www.investmentaccountmanager.com/products/5-steps-for-year-end-portfolio-rebalancing

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Leaky pipes do their damage over time, in that a small leak may not appear to be a big problem, and the damage caused might remain undetected for years. These slow, long-term leaks can result in much more damage than a burst pipe. Why? In the case of a burst pipe, you’ll be immediately aware of problem, and can shut off the water supply, limiting the damage to a more isolated area.

For investors, a leaky pipe is similar to a chronic under-performing stock...

https://www.investmentaccountmanager.com/products/managing-the-leaky-pipes-in-your-investment-portfolio/

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Announcements / Blog Post: Being Financially Prepared for the Unexpected
« on: October 06, 2021, 01:13:19 PM »
You’ve probably been told before to prepare for the unexpected, and that’s good advice.  And being prepared for the unexpected includes your finances as well.

In the event of a job loss, medical expense, or other form of unexpected financial damage, it’s important to have an emergency fund. So once you’ve asked yourself what’s the worst thing that could happen to you financially, you’ll need to figure out what you’d need should disaster strike… read more:

https://www.investmentaccountmanager.com/products/being-financially-prepared-for-the-unexpected/



8
Transactions / Charles Schwab Broker Downloads
« on: September 10, 2021, 12:33:01 PM »
As of September 9th 2021, Charles Schwab has adopted a new file format for automatically downloading brokerage investment activity. This new method is no longer supporting the current OFX (Open Financial Exchange) method that remains the standard and utilized by most financial institutions.  Given this change, users of IAM can no longer automatically access their Schwab brokerage accounts for automatic transactional downloads.  As we work on restoring this automatic functionality for our users, we have in the meantime developed an alternative method for users of IAM to easily import their transactional data.  Attached to this post is a resource guide with step-by-step instructions.  These instructions are also included on our website under the IAM Menu | Guides and Resources. 
 
If any add'l questions, please contact our technical support team directly: techsupport@investmentaccountmanager.com

9
Announcements / BLOG POST - MANAGING YOUR PORTFOLIO LIKE AN NFL TEAM ROSTER
« on: September 01, 2021, 09:22:25 AM »
With the NFL 2021 season nearly 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.

read more: https://www.investmentaccountmanager.com/products/managing-your-portfolio-like-an-nfl-team-roster/

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Announcements / BLOG POST - THE LONG-RUN: OF OAK TREES AND CROCKPOTS
« on: August 02, 2021, 10:19:35 AM »
Investing for the “long-run” is a very compelling mantra—at least for those who have a long-run ahead of them.  For the investor who is currently 105 years old this article may be somewhat less useful.  If you’re younger than 80 years old—I think it will apply.  The question is simply this:  just how long is the “long-run”?  Is it 2 years?  5 years?  10 years?  Or even longer?

read more:  https://www.investmentaccountmanager.com/products/the-long-run-of-oak-trees-and-crockpots/

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Announcements / Blog Post - Mid Year Portfolio Rebalancing
« on: July 01, 2021, 10:27:50 AM »
MID-YEAR PORTFOLIO REBALANCING

With the calendar having just passed the midway point of 2021, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals....

Read More: https://www.investmentaccountmanager.com/products/mid-year-portfolio-rebalancing/

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Announcements / BLOG POST - 2020 Year-End Tax Planning Tips
« on: December 01, 2020, 07:57:23 AM »
As the close of 2020 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s).

https://www.investmentaccountmanager.com/products/2020-year-end-tax-planning-tips/

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Announcements / BLOG POST - Warren Buffett Investing Tips
« on: November 02, 2020, 08:46:02 AM »
Here are some favorite Warren Buffett investing tips you can use when planning your investments. – by Eric Rosenberg, Personal Profitability, a personal finance and entrepreneurship blog and podcast.

https://www.investmentaccountmanager.com/products/warren-buffett-investing-tips/

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Announcements / BLOG POST - PORTFOLIO REBALANCING 2020 YEAR END TIPS
« on: October 05, 2020, 12:48:05 PM »
As we’re nearing the end of 2020, we pass along this reminder that now might be an ideal time to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task. read more:

https://www.investmentaccountmanager.com/products/portfolio-rebalancing-2020-year-end-tips-beat-the-rush/

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Announcements / BLOG POST - My Four Goals
« on: September 01, 2020, 09:14:28 AM »
MY FOUR GOALS
Jonathan Clements | Editor of HumbleDollar.com

I’m probably a year or two away from regularly tapping my portfolio for income. That prospect—coupled with this year’s market turmoil—has led me to tinker with my investment mix and ponder how I’ll generate cash once I’m retired. One surprising result: I have more in stocks today than I’ve had at any time in the past three years, and I’m thinking of increasing my allocation even further.

read more...https://www.investmentaccountmanager.com/products/my-four-goals/

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