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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

One of the basic premises of investing is that investors attempt to maximize the returns from their investments.  In doing so, it is assumed that investors are risk averse, that is, given a choice between two assets of equal rate of return, an investor will select the asset with the lower level of risk.  Although Continue reading Effective Portfolio Management – Understanding Risk

Here is a recent review of our software that was conducted by Hareesh N. Jayanthi who is an assistant financial analyst at AAII. If you’re unfamiliar with AAII, they are one of the best resources to get unbiased facts and effective knowledge about investing. Hareesh N. Jayanthi is an assistant financial analyst at AAII and Continue reading Investment Account Manager 2: Recent Review by AAII

  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?

In a recent survey to users of the Investment Account Manager, we asked the following question:  How do you use Investment Account Manager? Continue reading How do you use Investment Account Manager?

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, Continue reading The Cost of Investing