Show Posts

This section allows you to view all posts made by this member. Note that you can only see posts made in areas you currently have access to.


Topics - Forum Administrator

Pages: [1] 2 3
1
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

2
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/

3
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/

4
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/

5
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/

6
Investment Account Manager v3 Individual - Maintenance Release 3.2.2 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 IAMv3.2.2:
https://www.investmentaccountmanager.com/maintenance-release.php

7
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/

8
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/

9
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/

10
With summer now under way, gardening hobbyists are busily weeding, watering and tending to their plants in hope of a bountiful crop.


All gardeners know that the better the care, the better the harvest. And, just as a gardener equally will tend to all the ‘rows’ in their vegetable or flower gardens, an investor must equally manage all the investment portfolios they own, including their taxable and non-taxable accounts.

read more: https://www.investmentaccountmanager.com/products/tending-the-rows-of-your-investment-garden/

11
Announcements / Blog Post - Putting Performance Into Perspective
« on: June 02, 2020, 02:22:43 PM »
The year 2019 was a great run for the S&P 500 Index. Its 12-month total return of 31.49% was more 3x higher than its 50-year average annualized return of 10.60%. All good, right?

read more: https://www.investmentaccountmanager.com/products/putting-performance-into-perspective/

12
What’s the key to making good investment choices? It isn’t necessary to understand the inner workings of the securities markets or the mathematical economies underlying investment theory.  Instead, 10 axioms of effective investing provide the critical cornerstone for guiding investment philosophy and making decisions. This will ensure that you meet the universal goal of creating financial wealth for retirement.

read more: https://www.investmentaccountmanager.com/products/reach-your-retirement-goals-by-following-10-basic-axioms/

13
Announcements / Blog Post - Dollar Cost Averaging
« on: April 01, 2020, 08:30:24 AM »
As evident with the recent volatility in the stock market, investing inherently involves some risk – that’s just the way life works. Our job as investors is to figure out ways in which to minimize this risk.  One common method that investors use to minimize risk is dollar cost averaging (DCA).  Dollar Cost Averaging offers a strategy for investors to gradually increase their stock market exposure for potential long-term upside results, while taking into account the whipsaw nature of current market conditions.

https://www.investmentaccountmanager.com/products/dollar-cost-averaging/

14
Announcements / Blog Post - Concentrated Investment Positions
« on: March 03, 2020, 09:31:36 AM »
With the recent runup of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment concept that often is over-looked for proper portfolio management....

https://www.investmentaccountmanager.com/products/concentrated-investment-positions/

15
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

Pages: [1] 2 3