The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns.
Author: Investment Account Manager
Come Down from the Cloud with IAM
The world of online portfolio management has seen a lot of turbulence lately. From the Equifax breach to Google Finance’s recent announcement that it will no longer house your portfolio, many investors have been left scrambling to find better ways to protect and manage their financial information. Continue reading Come Down from the Cloud with IAM
T+2 Is Almost Here
The SEC will adopt an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day. What was once known as T+3 will become T+2 on Monday, September 5.
A New Periodic Table of Performance
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Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
Summer 2017
The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance.
Unified Investment Account Management
Unified investment account management is extraordinarily important in order to achieve investment success.
What is Investment Account Manager?
Three Essential Points for All Investors
Leaky Pipes & Under-Performing Stocks
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks
Building a Better Balanced Portfolio
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
April 2017
It’s time for a better “balanced” portfolio. Way back when, there were two dominant investment categories (or asset classes), namely US stock and US bonds.
Millennials and Financial Literacy
Based on the results of a quiz sent out by FINRA, Millennials are significantly less financially literate than preceding generations. When asked five questions about economics and finance, only 24% could answer four or five questions correctly, compared to 38% of Generation Xers (see graph). Continue reading Millennials and Financial Literacy