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Your topic should focus on portfolio management, the markets, your investment experiences, and if/how you use Investment Account Manager personally. We are interested in topics that might be helpful to our readers and customers.

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Dollar Cost Averaging

 

As evident with the recent volatility in the stock market, investing inherently involves some risk – that’s just the way life works. Our job as investors is to figure out ways in which to minimize this risk.  One common method that investors use to minimize risk is dollar cost averaging (DCA).  Dollar Cost Averaging offers a strategy for investors to gradually increase their stock market exposure for potential long-term upside results, while taking into account the whipsaw nature of current market conditions.

Continue reading Dollar Cost Averaging

Concentrated Investment Positions

 

 

With the recent runup 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 by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment concept that often is over-looked for proper portfolio management.

Continue reading Concentrated Investment Positions

Benchmarking: The Art of the Science

Craig L. Israelsen, Published in the AAII Journal in November 2019 (Updated in January 2020 with full-year 2019 performance)

 

 

 

 

 

 

As found in the Merriam Webster dictionary the term “benchmark” has the following definitions:

  • a mark on a permanent object indicating elevation and serving a reference in topographic surveys and tidal observations.
  • a point of reference from which measurements may be made.

Continue reading Benchmarking: The Art of the Science

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.

Continue reading Save and Invest…

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.

Continue reading Managing Your Investment Portfolio ‘Roster’…