Mid-Year Rebalancing Tips for Effective Portfolio Management
Posted on July 2, 2018
Savings Rate vs. Portfolio Return
Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com There are two engines of growth in an investment portfolio: (1) the contributions made by the investor, and (2) the rate of return generated by the portfolio itself. The question is this: which has the greater impact? The answer is based on your age…
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Posted on June 7, 2018
Portfolio Rebalancing
When investors construct their portfolio, it is vital they also develop a suitable rebalancing strategy. Rebalancing refers to adjusting the current allocations of the investments in a portfolio.
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Posted on May 10, 2018
The Role of Portfolio Management on Investment Performance Results
Posted on April 30, 2018
5 Things to Do In Your 50s and 60s to Boost Retirement Savings
Posted on February 15, 2018
Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task
Posted on December 12, 2017
Best Practices for Portfolio Rebalancing
Posted on October 11, 2017
Come Down from the Cloud with IAM
The world of online portfolio management has seen a lot of turbulence lately. From the Equifax breach to Google Finance’s recent announcement that it will no longer house your portfolio, many investors have been left scrambling to find better ways to protect and manage their financial information.
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Posted on September 27, 2017
T+2 Is Almost Here
The SEC will adopt an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day. What was once known as T+3 will become T+2 on Monday, September 5.
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Posted on August 31, 2017
A New Periodic Table of Performance
// Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com Summer 2017 The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance.
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Posted on August 25, 2017
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