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Your topic should focus on portfolio management, the markets, your investment experiences, and if/how you use Investment Account Manager personally. We are interested in topics that might be helpful to our readers and customers.

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The Cost of Investing

The cost of investing is a crucial component of overall portfolio performance. Informed investors must understand the impact of investment fees and expenses, since the cumulative impact of these fees and expenses can be substantial. This is especially true with an ever growing universe of investment options, and the various levels of account management services, all having their costs. So, while most investors regularly monitor investment holdings, investment costs must likewise be reviewed. Continue reading The Cost of Investing

IAM Investing Principles

 

Current market volatility requires investors to reaffirm goals, reassess investments and rebalance portfolios with the goal of sound, long-term portfolio management. By identifying risk characteristics, return goals and time horizon, investor’s are able to balance their portfolio to properly match asset allocations (cash, bonds, stocks, other) to reach these goals.

Continue reading IAM Investing Principles

Guidelines For Helping Investors Set Their Investment Objectives

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 Planning for Emergencies

Medical emergencies are just one of the situations that can cause serious financial strain if you’re unprepared

 

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…

Continue reading Financial Planning for Emergencies

The Impact of Expense Ratios on Investment Performance

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

Investing for Education 101

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.

Continue reading Investing for Education 101

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