As the close of 2023 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).
With the calendar having just passed the midway point of 2018, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.
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.
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.
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.
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.