Taking Control of Your 401(K)

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.

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Concentrated Portfolios – The Elephant in Your Portfolio

 

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, investors need to adopt a strategy to systematically alleviate this concentrated risk. Continue reading Concentrated Portfolios – The Elephant in Your Portfolio

Avoiding Common Investing Pitfalls

 

Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients. For less experienced investors, the challenges to avoid these same factors can be even more difficult, and can lead to far greater disappointing results. However, by following a few simple guidelines, investors can improve their chances of sidestepping common investing pitfalls, leading to improved long term investing success. These include: Continue reading Avoiding Common Investing Pitfalls