Investment Account Manager
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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

Posted on September 27, 2017

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.

Continue reading T+2 Is Almost Here

Posted on August 31, 2017

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.

Continue reading A New Periodic Table of Performance

Posted on August 25, 2017

Unified Investment Account Management

 

 

Unified investment account management is extraordinarily important in order to achieve investment success.

Continue reading Unified Investment Account Management

Posted on July 28, 2017

What is Investment Account Manager?

 

Continue reading What is Investment Account Manager?

Posted on July 27, 2017

Three Essential Points for All Investors

 

Continue reading Three Essential Points for All Investors

Posted on June 30, 2017

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

Posted on June 8, 2017

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.

Continue reading Building a Better Balanced Portfolio

Posted on April 1, 2017

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

Posted on March 23, 2017

The Role of Fixed-Income Investments and Portfolio Allocation

 

With the prospects of rising interest rates, investors may be re-thinking the role and purpose of fixed-income (bonds) investments within their investment portfolio.

Continue reading The Role of Fixed-Income Investments and Portfolio Allocation

Posted on February 21, 2017

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