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With summer now under way, gardening hobbyists are busily weeding, watering and tending to their plants in hope of a bountiful crop. Continue reading Tending The Rows of Your Investment Garden

  ..[while this article was written for investment professionals, we’re confident individual investors will also find this article very informative for managing their investments]… The year 2019 was a great run for the S&P 500 Index. Its 12-month total return of 31.49% was more 3x higher than its 50-year average annualized return of 10.60%. All Continue reading Putting Performance Into Perspective

What’s the key to making good investment choices? It isn’t necessary to understand the inner workings of the securities markets or the mathematical economies underlying investment theory.  Instead, 10 axioms of effective investing provide the critical cornerstone for guiding investment philosophy and making decisions. This will ensure that you meet the universal goal of creating Continue reading Reach Your Retirement Goals By Following 10 Basic Axioms

  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 Continue reading Dollar Cost Averaging

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 Continue reading Concentrated Investment Positions

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. Continue reading Benchmarking: The Art of the Science

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 Continue reading Defining Your Investment Objectives

    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 Continue reading Save and Invest…

      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). Continue reading 2019 Year-End Tax Planning Tips for Investors

  Highlights: > Investors have a natural bias to invest domestically. > Exposure to international stocks can improve portfolio performance over the long term. > How best to invest internationally is a subject of considerable debate. Continue reading The Inherent Value of Global Diversification