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
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Posted on April 1, 2020
Concentrated Investment Positions
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 by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an
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Posted on March 1, 2020
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.
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Posted on February 1, 2020
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
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Posted on January 1, 2020
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
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Posted on December 2, 2019
2019 Year-End Tax Planning Tips for Investors
As the close of 2019 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).
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Posted on November 19, 2019
The Inherent Value of Global Diversification
Posted on November 1, 2019
The Purpose of Diversification: A Review of the Past 49 Years
Posted on October 1, 2019
Stock Prices Fluctuate for a Myriad of Reasons
Posted on August 15, 2019
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.
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Posted on July 1, 2019
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