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.
Author: Investment Account Manager
Managing Concentrated Investment Position(s)
With the runup of stock market prices over the past several years, 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.
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Family Investment Companies Are Fantastic!
There are many benefits associated with limited liability companies (LLCs). And the secret is out — LLCs are becoming the entity of choice for many new businesses. LLCs offer a high degree of customization and flexibility, and a new popular strategy is using LLCs to serve as the registered owner of an investment portfolio, referred to in this article as a “family investment company”.
How to Get Rich
So, I got your attention!
How would you do it? Buy gold, Bitcoin, NFTs, a lottery ticket? Might work, but a slow and steady approach has a better chance of success. And what sort of financially rich – rich enough to not worry about money, or rich enough to sail the world? Either way, here are a few tips that will help you reach your goal.
The 7Twelve® Portfolio – An Introduction
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
This article introduces a multi-asset portfolio design that brings a higher standard to the notion of “diversified”. This design is referred to as the 7Twelve portfolio.
Sidestepping Common Investing Pitfalls
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. For less experienced investors, the challenges to avoid these same factors can be even more difficult and can lead to far greater disappointing results.
Starting 2021 With Proper Investment Objectives
The onset of a new year represents an ideal occasion for investors to take the important time to review the investment objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). This then determines the asset allocation (cash, fixed income, stocks, other), portfolio diversification, income generation, risk and tax positioning.
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2020 Year-End Tax Planning Tips
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).
Warren Buffett Investing Tips
Long time readers know that I am a huge fan of Warren Buffett. I have made the pilgrimage to Omaha three times for the Berkshire Hathaway annual shareholder meeting, and I am always impressed with the practical wisdom shared by “The Oracle from Omaha.” Here are some of my 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.
Portfolio Rebalancing 2020 Year End Tips – Beat The Rush
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.
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