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Articles 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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Why Did Billionaires Bet Big on 2016 Stock Market Crash?

by James Thomas Hancock Level 11
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the headlines and articles most of the time.  But, a ...(more)
Comment   |  Jan 11, 2017
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High Return Investment Risk

by Martin A. Smith, CRPC®, AIFA® Level 19
Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on ...(more)
Comment   |  Dec 24, 2016 from Bethesda, MD
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Diversification: The Whole Is Greater Than The Sum Of The Parts

by David Fabian Level 19
There is an old saying on Wall Street that if you aren’t worried about something in your portfolio, then you probably aren’t diversified enough.  This notion certainly comes to mind when identifying positions with ...(more)
Comment   |  Dec 21, 2016 from Irvine, CA
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All Your Money At One Fund Company? You May Be Selling Yourself Short

by David Fabian Level 19
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth.  I see it quite frequently when I review portfolios for prospective clients.  “I’m a ...(more)
Comment   |  Dec 15, 2016 from Irvine, CA
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Other Investments

by Jose Manuel Soto Level 17
A well-diversified investment portfolio contains a mix of stocks, bonds, short-term cash investments, and savings accounts that is tailored to your investment goals and risk tolerance. If you want to diversify your ...(more)
Comment   |  Dec 05, 2016
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Asset Allocation

by Jose Manuel Soto Level 17
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments, mixing them ...(more)
Comment   |  Dec 05, 2016
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Understanding investment terms and concepts

by Jose Manuel Soto Level 17
Either type or paste your guide content into this box.Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, this is ...(more)
Comment   |  Dec 05, 2016
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WHAT EVERYONE OUGHT TO KNOW THE DAY AFTER THE ELECTION

by Lee Munson Level 16
Take a step back and look towards the future now that a frustrating election cycle has ended. We have been in a media lockdown where everything from your morning commute to retirement portfolio has been ...(more)
Comment   |  Nov 18, 2016 from Albuquerque, NM
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Wages Get Temporary Bump From Hurricane Matthew

by Hoy Carter Grimm Level 15
Financial headlines today are dominated by this mornings jobs report. Pundits are highlighting the October uptick in wages. Unfortunately, our analysis of the data shows that most of this increase is related to the ...(more)
Comment   |  Nov 14, 2016 from Maryville, TN
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3rd Quarter Returns: I told you so

by James Thomas Hancock Level 11
The weather was not the only thing that was hot from July to September, but your investment portfolio most likely was as well.  Let’s just hope you stayed disciplined to receive the tough returns.  The following is an ...(more)
Comment   |  Oct 12, 2016
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WILL HILLARY CLINTON OR DONALD TRUMP BE BEST FOR INVESTORS?

by Robert Russell Shampine Level 8
How political parties affect the markets and the economy Now that the two major political parties have finally selected their candidates - Hillary Clinton and Donald Trump, it’s time for investors to ask the important ...(more)
Comment   |  Oct 07, 2016
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Crazy Quilt Investing

by Sheri Cupo, CFP® Level 20
Today we revisit one of the most refreshing investment ideas we know: the randomness of near-term market returns. Pick a year, any year. If you’re ever tempted to guess how capital markets are going to fare in the year ...(more)
Comment   |  Sep 26, 2016 from Morristown, NJ
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Summer Refresher: Crazy Quilt Investing

by Sheri Cupo, CFP® Level 20
Today we revisit one of the most refreshing investment ideas we know: the randomness of near-term market returns. Pick a year, any year. If you’re ever tempted to guess how capital markets are going to fare in the year ...(more)
Comment   |  Aug 31, 2016 from Morristown, NJ
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Summer Refresher: Never Mind Your Wallet – What’s in Your Portfolio?

by Sheri Cupo, CFP® Level 20
In some respects, we wish this piece weren’t worth re-posting. We’d prefer it if today’s investors no longer needed to be on the look-out for the opaque fees and conflicts of interest described. Unfortunately, with ...(more)
Comment   |  Aug 22, 2016 from Morristown, NJ
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Active Management’s Second Act

by David Fabian Level 19
If there has been one dominant force over the latter stages of this bull market, it has been the switch from active to passive investment management.  There has been a tremendous movement of assets from traditional ...(more)
Comment   |  Aug 10, 2016 from Irvine, CA
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Does Rainfall in Ethiopia Impact the US Stock Market?

by Bryan David Zschiesche Level 6
A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their ...(more)
Comment   |  Aug 05, 2016
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e.g. Guide to Financial Planning

by Sr. Financial Consultant. Level 6
One good strategy particularly in tax deferred accounts I like to employ for clients whom have a moderate risk profile and a greater than 5 year investment time horizon is to invest in a portfolio of large blue chip ...(more)
Comment   |  Aug 16, 2016
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Don’t Buy What You Don’t Understand

by David Fabian Level 19
Risk management is a core tenet of our firm and one that we feel is often misunderstood when entering a new position.  Many investors feel that the minimization of significant draw down starts after you already own ...(more)
Comment   |  Jul 29, 2016 from Irvine, CA
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Sheri’s Summer Refresher Series- Money Management: Traditions, Fads & Fashions

by Sheri Cupo, CFP® Level 20
As we announced in our last post, today we launch the first in Sheri’s Summer Refresher Series. Let’s begin at the beginning, by revisiting one of our earliest posts. The piece remains as relevant today as it did in ...(more)
Comment   |  Jul 29, 2016 from Morristown, NJ
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Dimensional’s 2016 Matrix Book: Strength in Numbers Part 3: Managing the Emotions

by Sheri Cupo, CFP® Level 20
The MSCI Emerging Markets Index has been negative in 13 of the past 28 calendar years while the S&P 500 Index has only been negative 5 of the past 28 years. Which index had a higher rate of return in this 28 year ...(more)
Comment   |  Jul 29, 2016 from Morristown, NJ
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