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.
Two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to add precious metals exposure to their portfolios. After a rough start in the ...(more)
The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock ...(more)
Diversification seems to be a buzzword that is thrown around by investment gurus way too often. It is a feel good word that advisors use to sound intelligent and sophisticated. That is fine and all, but most ...(more)
Ensuring consistently clear and accurate communication with the public is an enduring challenge of our profession. It’s a complication that can be exacerbated over time as we become more accustomed to using industry ...(more)
In the investment world, “Diversification is King” is a mantra almost as popular as “Buy Low, Sell High,” and, for some, it seems almost as difficult to follow. Time and again, we come across portfolios of ...(more)
The Wall Street Journal has a very interesting article with Nevada Public Employees’ Retirement System fund manager, Steve Edmundson. He oversees USD 35 billion and gave his investment strategy: do as little as ...(more)
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)
https://static1.squarespace.com/static/54b59f33e4b0f0db960a7ad3/t/58e699f537c58129305f74cb/1491509404431/Del+Principe+O%27Brien+Financial+Advisors+September+2016+letter.pdfEither type or paste your guide content into ...(more)
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)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.