For many investors, an investment record keeping system consists of shoe boxes in a closet, unopened envelopes in a kitchen drawer, or other similar disorganized collection of investment statements. For such investors, these investment record keeping systems provide little, if any, educational benefit for managing your portfolio.
Continue reading Organizing Your Investment Records For Successful Investing
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.
Continue reading 5 Ways You Can Keep Your Tax Bill Down…
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.
Continue reading Portfolio Rebalancing
Investing inherently involves some risk; that’s just the way life works. Our job as investors is to figure out ways in which to minimize this risk. One common method that investors use to minimize risk is dollar cost averaging.
Continue reading The Merits of Dollar Cost Averaging
The world of online portfolio management has seen a lot of turbulence lately. From the Equifax breach to Google Finance’s recent announcement that it will no longer house your portfolio, many investors have been left scrambling to find better ways to protect and manage their financial information. Continue reading Come Down from the Cloud with IAM
The SEC will adopt an amendment to shorten the standard settlement cycle for most broker-dealer securities transactions by one business day. What was once known as T+3 will become T+2 on Monday, September 5.
Continue reading T+2 Is Almost Here
Craig L. Israelsen, Ph.D.
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.
Continue reading A New Periodic Table of Performance
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). Continue reading Millennials and Financial Literacy