BLOG

Would you like to blog on our Investment Account Manager blog page?

Please email techsupport@investmentaccountmanager.com with your topic idea and we will get back to you if we think our readers will be interested in your topic. No sponsored content please.

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.

We reserve the right to edit your content and promise not to post anything without your prior approval.

We will pay a gratuity of $50 per blog if it is published on our site.

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’…

Avoiding Investing Pitfalls

 

 

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

Mid Year Rebalancing Tips

 

As we’re now past the halfway point of 2019, 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 Mid Year Rebalancing Tips