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.
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.
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…
Continue reading Using a Bucket Strategy for Retirement Income Planning
We’re all still adjusting to the Tax Cuts and Jobs Act of 2017, the new tax plan that overhauled tax brackets for individuals as well as many standard deductions and exemptions.
Make 2019 the year you learn to understand and manage your risk tolerance.
The beginning of a new year is an ideal time to evaluate your investment portfolio. Make time these first few weeks of 2019 to first review your long-term goals, which can be anything from finally tackling debt or building your emergency fund to stashing away money for retirement.
Continue reading Understanding and Managing your Risk Tolerance
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).
Provided here is a list of websites of interest to investors…
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