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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

The onset of a new year represents an ideal occasion for investors to take the important time to review the objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). Moreover, this then Continue reading Reviewing your Investment Objectives for 2024

With December upon us, and 2023 nearly at end, investors might find this an ideal time to review their portfolio holdings and make necessary rebalancing changes for long term goals. This article will review the importance of rebalancing and how to accomplish this crucial portfolio management task. Continue reading December Investment Tasks: Portfolio Rebalancing

  As the close of 2023 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 2023 Year End Tax Planning Tips

With the NFL 2023 season nearly underway, here’s an approach for using Investment Account Manager to manage 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 Continue reading Managing your Investment Portfolio(s) ‘Roster’