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.
You have probably heard of an Index fund, but you might not have heard of an Institutional fund. Index funds seem to be getting more and more popular as a means for investing with minimal fees, but institutional funds ...(more)
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It’s the most sought after information in the investment world: where do returns come from?
“Expected return” represents the reward an investor can expect for the level of risk they’re willing to take. In truth, the ...(more)
Every year my wife and I rent a cottage on Keuka Lake. It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view.
Last year, while sitting on the porch, I was struck with a ...(more)
The Dow Jones Industrial Average continues to ascend to new heights. The higher the market climbs, the more noise you’ll hear about a stock market correction. At some point those calling for a market correction ...(more)
Before the Dot-com bubble burst in 2000, a few successful companies were looked upon to provide leadership to stock prices. Microsoft, Intel, Cisco and Oracle and Verizon Wireless were a few hot names to know. From 1997 ...(more)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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