As the close of 2018 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).
One important benefit of using a portfolio management and investment record keeping system is the ability to utilize and access information for improved year-end decision making, including useful tax planning, monitoring and reporting tools.
Continue reading Year-End Portfolio Management and Tax Planning
Mutual funds are professionally managed investment groups that pool together money from individual investors.
This money is used to purchase stocks, bonds and other tradable financial assets that can generate capital gains and income for the fund participants. Each collection of securities is called an investment portfolio.
Continue reading The Difference Between Open and Close-Ended Mutual Funds
If you want to take advantage of the compounding effect of income producing investments, then a solid dividend reinvestment plan (DRIP) may be suitable for your needs.
Continue reading Dividend Reinvesting and Compounding Growth
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…
Continue reading Managing an Investment Portfolio – Investment Account Manager
With the calendar having just passed the midway point of 2018, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.
Continue reading Mid-Year Rebalancing Tips for Effective Portfolio Management
Craig L. Israelsen, Ph.D.
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…
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.
As an investor, it’s important to understand the relations between risk and returns. Some investments come with a quick return ‘promise’ while other investments may lead to a larger risk. Make sure you are aware of how to evaluate your risk appetite.
Continue reading The Role of Portfolio Management on Investment Performance Results
When you’re young, it’s easy to fall into the trap of thinking there’s no rush to save for retirement. But before you know it, you may find yourself in your 50s or 60s, and nowhere near your retirement savings goal. Even those who started saving early on may have concerns about saving enough for their retirement years.
Continue reading 5 Things to Do In Your 50s and 60s to Boost Retirement Savings