Answers in Portfolio Management

Portfolio Management is a form of investment management where a person or group of people takes control of money given to them by investors who trust the managers to implement a strategy to help them achieve their investment goals.
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Jean Fullerton Level 1
If you were listed at the sole primary beneficiary on your husband's IRA account you should be able to contact your adviser and/or account custodian and have them send you the forms to rollover his account into yours. If you are over 70.5 note that you ...(more)
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Besides the previous comments, there is an assumption made that the two securities' returns are highly correlated with each other. If they are not, it is not statistically correct to depend on beta as a risk measure.
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I personally use Pensco Trust Company. They have great service and wide range of features.
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Too few in my opinion. ETFs are a great low cost alternative to mutual funds.. 401k Plan Advisors have been slow to recognize this reality. I would have expected ETFs to have become a bigger part of 401k investing by now just as it has become big part ...(more)
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Sara, unfortunately there are no guarantees in life or in the world of investing. In the current low interest rate environment and with the stock market having gone up so far so fast, a return of that size over the near and intermediate term will certainly ...(more)
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If you are not getting statements, try contacting whoever it was who helped you set up the account, or the business you worked for when setting up the account.
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Your employer will (or should) have the contact information for the company handling your 401k account. Once you get in touch with the plan provider, they will be able to describe the process of gaining online access to their investor portal; assuming ...(more)
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Sara, I would tend to agree with many of the comments already posted. A properly allocated and diversified portfolio can put you in a good position to earn annualized returns of 7% or more, however, there is risk involved and there would be no guarantee. ...(more)
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Randy Brunson Level 18
Good question Sara, A 7% return isn't unreasonable to expect, over an appropriate measuring period. I'm a bit concerned that you are looking to "ensure" this each year. As Prateek references above, a 7% return is possible, though there will be some ...(more)
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Rich Winer Level 20
Sara, It's not unreasonable to expect a 7% average annual return from a diversified portfolio of stocks and bonds over a full market cycle; but there is no guarantee. Also, as Prateek implied, since we have not had a severe bear market since 2008, when ...(more)
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The only way to ensure a minimum 7% return is by investing in Investment Grade Bonds that are paying 7% in interest. Unfortunately, in today's low yield world, it is an anomaly. You have to be willing to accept credit risk to have a chance at earning ...(more)
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A.J. Blackstone Level 14
As long as you have "ensure" and "invest" in the same thought, you aren't ready to invest.
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Very few plans offer ETFs because it's slightly more difficult to track a target asset allocation when dealing with shares (like an ETF) rather than partial shares (like a mutual fund). Also, intraday trading causes ETFs to be subject to greater order ...(more)
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Use a website like https://www.feex.com/nerdwallet/should-i-rollover-my-401k/. Your statement may not include all of the outside fees or the mutual fund expense ratios.
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Chris Schiffer Level 14
Wayne, Typically it takes a week to 10 days to process and make its way through the mail. Do you have a rollover account set up to deposit the funds? You have 60 days to another qualified retirement plan or traditional IRA. This transaction is not taxable ...(more)
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