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  As we’ve reached the mid point of 2025, 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. Continue reading 2025 Mid Year Portfolio Rebalancing Tips

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.       Continue reading Avoiding Investing Pitfalls

  Make 2025 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 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 Continue reading 2025 Understand and Manage your Risk Tolerance

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 Continue reading Planning for Retirement: 10 Axioms for Effective Investing

With the start of 2025, 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 Continue reading Reviewing and Understanding your Investment Objectives

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. This includes lot-by-lot accounting, since in most cases, investment portfolios will consist of multiple assets, acquired at varying times, with different Continue reading 2024 Year End Portfolio Management and Tax Planning

As the close of 2024 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). Continue reading 2024 – Three Important Year-End Tax Planning Tips for Investors

As 2024 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes. Continue reading 2024 – 5 Steps For Year End Portfolio Rebalancing

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… Continue reading Successful Portfolio Management – Investment Account Manager

With the recent run-up of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage of the total portfolio value. Investors must pay attention to these concentrated investment positions. While different measurements can define a concentrated Continue reading Concentrated Investment Holdings