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.
Category: For IAM Users
The Role of Portfolio Management on Investment Performance Results
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.
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5 Things to Do In Your 50s and 60s to Boost Retirement Savings
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.
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Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task
With December upon us, and 2017 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. Continue reading Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task
Making Buying and Selling Decisions with IAM
Investors are frequently confronted with making buy and sell decisions. Not only is the universe of undervalued and overvalued securities constantly changing, investors have different time horizons to consider when making investment decisions.
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Best Practices for Portfolio Rebalancing
The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns.
A New Periodic Table of Performance
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Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
Summer 2017
The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance.
Unified Investment Account Management
Unified investment account management is extraordinarily important in order to achieve investment success.