We’re all still adjusting to the Tax Cuts and Jobs Act of 2017, the new tax plan that overhauled tax brackets for individuals as well as many standard deductions and exemptions.
Author: Investment Account Manager
Understanding and Managing your Risk Tolerance
Make 2019 the year you learn to understand and manage your risk tolerance.
The beginning of a new year is an ideal time to evaluate your investment portfolio. Make time these first few weeks of 2019 to first review your long-term goals, which can be anything from finally tackling debt or building your emergency fund to stashing away money for retirement.
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Three Important Year-End Tax Planning Tips
As the close of 2018 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).
Useful Websites for Investors
Provided here is a list of websites of interest to investors…
Year-End Portfolio Management and Tax Planning
One important benefit of using a portfolio management and investment record keeping system is the ability to utilize and access information for improved year-end decision making, including useful tax planning, monitoring and reporting tools.
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The Difference Between Open and Close-Ended Mutual Funds
Mutual funds are professionally managed investment groups that pool together money from individual investors.
This money is used to purchase stocks, bonds and other tradable financial assets that can generate capital gains and income for the fund participants. Each collection of securities is called an investment portfolio.
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Dividend Reinvesting and Compounding Growth
If you want to take advantage of the compounding effect of income producing investments, then a solid dividend reinvestment plan (DRIP) may be suitable for your needs.
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Managing an Investment Portfolio – Investment Account Manager
Since the practice of successful portfolio management never stops, requiring consistent attention, investment software will improve that process. Since 1985 QUANT IX SOFTWARE has developed desktop-based secure software to help investors do a better job managing their investment portfolios…
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Mid-Year Rebalancing Tips for Effective Portfolio Management
With the calendar having just passed the midway point of 2018, 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.
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Savings Rate vs. Portfolio Return
Craig L. Israelsen, Ph.D.
There are two engines of growth in an investment portfolio: (1) the contributions made by the investor, and (2) the rate of return generated by the portfolio itself. The question is this: which has the greater impact? The answer is based on your age…