As the close of 2024 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).
As 2024 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes.
Since the practice of successful portfolio management never stops, requiring consistent attention, investment software will improve that process. Since 1985 QUANT IX SOFTWARE has developed desktop-based secure software to help investors do a better job managing their investment portfolios…
With December upon us, and 2023 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. (more…)
As the close of 2023 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).
With the NFL 2023 season nearly underway, here’s an approach for using Investment Account Manager to manage your investment portfolio much like the general manager of an NFL team manages their team roster. Considering the holdings in your investment portfolio as your ‘roster’ may help you to identify the role of each holding within your portfolio.
Whether you have many different investments, or just a few, volatile markets remind us of the importance of tracking investments accurately. Up-to-date information is essential. One of the foundations of successful portfolio management requires a thorough knowledge of what you own, and why you own what you do. This understanding brings peace of mind to the well-informed investor and helps the investor to make sound decisions based on facts, and not on emotion.
Unified investment account management is extraordinarily important in order to achieve investment success.
The onset of a new year represents an ideal occasion for investors to take the important time to review the objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). Moreover, this then determines the asset allocation (cash, fixed income, stocks, other), portfolio diversification, income generation, risk and tax positioning.
Two of the most important decisions an investor must make when constructing portfolios are 1) allocation of the portfolio assets between stocks, bonds, cash and other investments and 2) diversification of securities within those asset classes.
