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  Continue reading Three Essential Points for All Investors

    This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks

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

  Based on the results of a quiz sent out by FINRA, Millennials are significantly less financially literate than preceding generations. When asked five questions about economics and finance, only 24% could answer four or five questions correctly, compared to 38% of Generation Xers (see graph). Continue reading Millennials and Financial Literacy

  With the prospects of rising interest rates, investors may be re-thinking the role and purpose of fixed-income (bonds) investments within their investment portfolio. Continue reading The Role of Fixed-Income Investments and Portfolio Allocation

Written By: Jason T. Willms There has been a long held stigma against making changes to a 401(k) plan, but in order to maximize returns, observation and stewardship are imperative. 401(k)’s are designed to ignore short term volatility, but the intelligent investor can capitalize on these fluctuations to strengthen their portfolio for retirement. Continue reading Taking Control of Your 401(K)

  As the close of 2016 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s). Continue reading Three Important Year-End Tax Planning Tips for Investors

  Managing a portfolio around a concentrated position(s) may be one of the most difficult concepts for investors.  A “concentrated position” is an investment holding that represents a disproportionate percentage of a portfolio. Investors who choose to ignore concentrated positions within their portfolios are taking unnecessary risks. Rarely does a concentrated position resolve itself. Instead, Continue reading Concentrated Portfolios – The Elephant in Your Portfolio

Guest Blog: Sandy Gallemore, Director and Vice President for Education, InvestEd Inc. Subscribe to the InvestEd Inc. free newsletter: http://investedinc.org/FreeNewsletter/Signup.aspx A mutual fund is a pool of money from many shareholders that is invested in stocks, bonds, or other investment assets. In general, mutual funds may be identified as those that charge a sales fee Continue reading Mutual Fund Share Classes

For many years, security valuation was viewed as an esoteric theory, mainly left to academicians. Investors did not clearly understand, nor have the computing power, to carry out the developing theory. Today, however, times have changed. MBA’s, who have had a steady diet of quantitative investment analysis, have stormed Wall Street. Sophisticated personal computers are Continue reading Security Valuation and Quantitative Analysis