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This article outlines the concept of relating leaky pipes to chronic under-performing stocks in your investment portfolio.

Leaky pipes do their damage over time, in that a small leak may not appear to be a big problem. However, the damage caused might remain undetected for years. These slow, long-term leaks can result in much more damage than a burst pipe. Why? In the case of a burst pipe, you’ll be immediately aware of problem, and can shut off the water supply. Then limiting the damage to a more isolated area.

Continue reading Managing the Leaky Pipes in your Investment Portfolio

 

You’ve probably been told before to prepare for the unexpected, and that’s good advice. And being prepared for the unexpected includes your finances as well.

In the event of a job loss, medical expense, or other form of unexpected financial damage, it’s important to have an emergency fund. Ask yourself what’s the worst thing that could happen to you financially. Then figure out what you’d need should disaster strike…

Continue reading Being Financially Prepared for the Unexpected

 

With the NFL 2021 season nearly 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 Portfolio Like An NFL Team Roster

 

Investing for the “long-run” is a very compelling mantra—at least for those who have a long-run ahead of them. For the investor who is currently 105 years old this article may be somewhat less useful.  If you’re younger than 80 years old—I think it will apply.  The question is simply this:  just how long is the “long-run”?  Is it 2 years?  5 years?  10 years?  Or even longer?

Continue reading The Long-Run:  Of Oak Trees and Crockpots

 

With the calendar having just passed the midway point of 2021, now might be an ideal time to review your portfolio. And identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.

Continue reading Mid-Year Portfolio Rebalancing

So, I got your attention!

How would you get rich? Buy gold, Bitcoin, NFTs, a lottery ticket?  Might work, but a slow and steady approach has a better chance of success. And what sort of financially rich – rich enough to not worry about money, or rich enough to sail the world? Either way, here are a few tips that will help you reach your goal.

 

Continue reading How to Get Rich

 

Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
 

This article introduces a multi-asset portfolio design that brings a higher standard to the notion of “diversified”.  This design is referred to as the 7Twelve portfolio.

Continue reading The 7Twelve® Portfolio – An Introduction

 

 

 

 

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 Sidestepping Common Investing Pitfalls