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Managing your Investment Portfolio(s) ‘Roster’

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’
Posted on September 2, 2023

Avoiding Investment Leaky Pipes

This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Avoiding Investment Leaky Pipes
Posted on August 3, 2023

IAM with Volatile Markets

Whether you have many different investments, or just a few, volatile markets remind us of the importance of tracking investments accurately. Up-to-date information is essential. One of the foundations of successful portfolio management requires a thorough knowledge of what you own, and why you own what you do. This understanding brings peace of mind to Continue reading IAM with Volatile Markets
Posted on July 1, 2023

Managing Risk for Effective Portfolio Management

One of the basic premises of investing is that investors attempt to maximize the returns from their investments.  In doing so, it is assumed that investors are risk averse, that is, given a choice between two assets of equal rate of return, an investor will select the asset with the lower level of risk.  Although Continue reading Managing Risk for Effective Portfolio Management
Posted on April 1, 2023

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 March 1, 2023

5 Great Investment Account Manager Software Features

Managing your finances can be hard, but IAM makes it easy. IAM provides great tools that will lead you to better portfolio management decisions. If you have the responsibility of overseeing and managing one or several portfolios, you’ll discover many comprehensive features that save time and help you to avoid mistakes. Continue reading 5 Great Investment Account Manager Software Features
Posted on February 1, 2023

Reviewing your Investment Objectives for 2023

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 2023
Posted on January 3, 2023

7 Tips for Beginner Investors

If investing is important, then why does it seem so complicated when you are first starting out? These 7 tips will help you better understand how to start your investing journey. Continue reading 7 Tips for Beginner Investors
Posted on December 13, 2022

2022 – 5 STEPS FOR YEAR END PORTFOLIO REBALANCING

  As 2022 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes. Continue reading 2022 – 5 STEPS FOR YEAR END PORTFOLIO REBALANCING
Posted on December 1, 2022

5 Strategies for Managing your Tax Bill

As we are nearing the end of 2022, now is a good time to consider strategies to help keep your tax bill down. Here are five ideas… Continue reading 5 Strategies for Managing your Tax Bill
Posted on November 1, 2022
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