Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task
With December upon us, and 2017 nearly at end, investors might find this an ideal time to review their portfolio holdings and make necessary rebalancing changes for long term goals. This article will review the importance of rebalancing and how to accomplish this crucial portfolio management task. Continue reading Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task
Posted on December 12, 2017
Best Practices for Portfolio Rebalancing
The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. Continue reading 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. Continue reading Come Down from the Cloud with IAM
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. Continue reading T+2 Is Almost Here
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. Continue reading A New Periodic Table of Performance
Posted on August 25, 2017
Unified Investment Account Management
Unified investment account management is extraordinarily important in order to achieve investment success. Continue reading Unified Investment Account Management
Posted on July 28, 2017
What is Investment Account Manager?
Posted on July 27, 2017
Three Essential Points for All Investors
Posted on June 30, 2017
Leaky Pipes & Under-Performing Stocks
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks
Posted on June 8, 2017
Building a Better Balanced Portfolio
Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com April 2017 It’s time for a better “balanced” portfolio. Way back when, there were two dominant investment categories (or asset classes), namely US stock and US bonds. Continue reading Building a Better Balanced Portfolio
Posted on April 1, 2017