As investors build their investment portfolio, it is important to maintain a proper allocation to targeted goals for investment types (cash, fixed income, stocks, etc.), depending on the investor’s tolerance for risk. Investment Account Manager includes some guidelines that may help investors with setting their investment objectives.
Continue reading Guidelines For Helping Investors Set Their Investment Objectives
Financial lingo can be a little convoluted, intricate and downright torturous. Often times we think we know what something means, when in reality we have no idea. We here at Investment Account Manager want to clear the air for you and make your experience with our software an easy and enjoyable one.
Continue reading Everything You Need To Know About Types Of Investment Risk
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. So once you’ve asked yourself what’s the worst thing that could happen to you financially, you’ll need to figure out what you’d need should disaster strike…
Those who deal in mutual funds, much like the clients investing with them, are out to make money. There are a variety of different ways they do this, and one of them is through something called a sales load.
The basic idea behind investing is to grow your assets, of course. However, there are certain factors involved in the entire investment process that can take a chunk out of your expected investment returns. Investment fees are one notorious factor, so we decided that we’d look through some of the basics on expense ratios and their potential impact on investment performance…
Continue reading The Impact of Expense Ratios on Investment Performance
In an increasingly competitive and technical world, a proper post-secondary education of some sort is more important than ever before. It’s also more expensive than ever before, so being able to invest wisely for education is an extraordinarily important thing. Here, we’ll be covering just the basics of investing for college.
Like many aspects of society, Wall Street has bred its own mythology. Some of these myths about the stock market are quite harmless, but some can have deep financial consequences for those who subscribe to them.
One of the biggest myths of the stock market is that what goes down, must go back up (and its corollary, what goes up, must come down)….
“Do it yourself” investing is nothing new. Amateurs have been grinding away and managing their own portfolios for years now. But new tools and services have fueled tremendous growth in the DIY investing area. Studies indicate that anywhere between one and two thirds of investors are investing independently…
We’d just like to let all of the IAM portfolio management software users who responded to our customer satisfaction survey know that we really appreciated their feedback and that we’ve put together a page detailing the survey results. The results were overall very positive, and we are extremely pleased with both the turnout and community feedback which we can use to further improve the quality of IAM software. You can view a summary of our findings on our new Survey Results page.
News of “penny stocks” has probably invaded the sides of your browser at some point with news of some (supposed) penny stock millionaire. But what, exactly, are these penny stocks, and is it a worthwhile investing venue?