Investment Account Manager

Defining Your Investment Objectives

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.

This fact sheet provided by the CFA Institute will help you work with your financial adviser to determine how to best meet your financial goals. If you are an independent investor, we think you too will find this fact sheet worthwhile for helping you to better manage your investment portfolio(s). Continue reading Defining Your Investment Objectives

Save and Invest…

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.

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2019 Year-End Tax Planning Tips for Investors

As the close of 2019 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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The Inherent Value of Global Diversification

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.

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The Purpose of Diversification: A Review of the Past 49 Years

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. End of story.

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Managing Your Investment Portfolio ‘Roster’…

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.

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Stock Prices Fluctuate for a Myriad of Reasons

Stock prices fluctuate for a myriad of reasons. Understanding a number of the possible causes for price fluctuations will help investors make better portfolio management decisions.

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Avoiding 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.

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Mid Year Rebalancing Tips

As we’re now past the halfway point of 2019, 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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When Boring is Good

Craig L. Israelsen

It’s that time again…for a performance review of key market indexes. In addition, we’ll examine the performance of a broadly diversified 12-index portfolio model. The indexes in this analysis represent the following broad asset classes: US equities, non-US equities, real estate, resources/commodities, US bonds, non-US bonds, and cash.

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