Provided here are a few comments received for each of these categories so you can see what other users are saying about their top ‘likes’ of Investment Account Manager…
Continue reading What Do You Like Most About Investment Account Manager?
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What Do You Like Most About Investment Account Manager?
How do you use Investment Account Manager?
In a recent survey to users of the Investment Account Manager, we asked the following question: How do you use Investment Account Manager?
Tending The Rows of Your Investment Garden
With summer quickly approaching, gardening hobbyists will be busily getting ready for the summer growing season. And, just as a gardener equally will tend to all the ‘rows’ in their vegetable or flower gardens, an investor must equally manage all the investment portfolios they own, including their taxable and non-taxable accounts. This article will remind investors of the importance of taking an aggregate view of their investment holdings in order to verify long-term goals are within reach. Continue reading Tending The Rows of Your Investment Garden
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
Securing Your Information
Since 1985 we have offered our customers the best portfolio management software the industry has to offer, and a large part of why our software is critically acclaimed is due to how safe and secure your information is.
Our software is based around the idea that your information is your own and no one else’s. We don’t have access to it, we can’t download it and your information isn’t cloud based. Your information is stored safely and securely on your home computer.
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.
10 Reasons Why Buy And Hold Is Not An Outdated Investment Strategy
Warren Buffet has said “Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” This pretty much sums up the Buy and Hold strategy. It can be defined as perhaps the most straightforward, passive portfolio management strategy…
Continue reading 10 Reasons Why Buy And Hold Is Not An Outdated Investment Strategy
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
Everything You Need To Know About Types Of Investment Risk
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
Financial Planning for Emergencies
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…