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. (more…)
The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns.
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 is extraordinarily important in order to achieve investment success.
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. (more…)
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
April 2017
It’s time for a better “balanced” portfolio. Way back when, there were two dominant investment categories (or asset classes), namely US stock and US bonds.
Based on the results of a quiz sent out by FINRA, Millennials are significantly less financially literate than preceding generations. When asked five questions about economics and finance, only 24% could answer four or five questions correctly, compared to 38% of Generation Xers (see graph). (more…)
With the prospects of rising interest rates, investors may be re-thinking the role and purpose of fixed-income (bonds) investments within their investment portfolio.