Category: For IAM Users

Defining Your Investment Objectives

 

With the start of 2020, now is an ideal time for investors to review their forward-looking investment objectives, understanding these objectives are affected by short- and long-term needs and changing requirements.

This fact sheet provided by the CFA Institute will help you work with your financial adviser to determine how to best meet your financial goals.  If you are an independent investor, we think you too will find this fact sheet worthwhile for helping you to better manage your investment portfolio(s).  Continue reading Defining Your Investment Objectives

Managing Your Investment Portfolio ‘Roster’…

 

With the NFL 2019 season underway,  we here at Investment Account Manager thought to offer an approach for managing 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.

Continue reading Managing Your Investment Portfolio ‘Roster’…

Avoiding 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.

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Mid Year Rebalancing Tips

 

As we’re now past the halfway point of 2019, we pass along this reminder that now might be an ideal time to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task.

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When Boring is Good

Craig L. Israelsen

 

It’s that time again…for a performance review of key market indexes.  In addition, we’ll examine the performance of a broadly diversified 12-index portfolio model.  The indexes in this analysis represent the following broad asset classes:  US equities, non-US equities, real estate, resources/commodities, US bonds, non-US bonds, and cash. 

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Using a Bucket Strategy for Retirement Income Planning

There are several strategies that can be used to generate retirement income. One of those is the bucket theory of investing, which basically requires investors to contribute to three different buckets. There are variations to this bucket strategy of investing, so we encourage investors to find the right three-bucket approach for their specific needs.  Read on to learn more about one approach…

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