Investment Account Manager

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).

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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.

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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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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.

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The Newly Enacted SECURE Act is a Game-Changer

“Nothing lasts forever but the certainty of change.” — Bruce Dickinson

The passage of the SECURE Act has resulted in major changes to the tax rules governing contributions to, and required withdrawals from, qualified retirement plans and IRA accounts.

In many cases, the Act makes existing estate planning for retirement benefits obsolete.

While most of the changes will accelerate taxes on retirement assets, there are also some taxpayer-friendly changes as well.

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Tending The Rows of Your Investment Garden

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

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Putting Performance Into Perspective

..[while this article was written for investment professionals, we’re confident individual investors will also find this article very informative for managing their investments]…

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?

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Reach Your Retirement Goals By Following 10 Basic Axioms

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.

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Dollar Cost Averaging

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.

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