Posts Archive

portfolio

Monitoring Your Portfolio

February 10, 2016
,

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If…

Read More

Handling Market Volatility

February 9, 2016
,

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there’s no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help. Don’t…

Read More

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

February 8, 2016
,

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact…

Read More

Dollar Cost Averaging

September 28, 2015

  If you haven’t started investing towards a long-term goal because you’re worried about short-term market volatility, consider using a popular investment strategy called dollar cost averaging. Dollar cost averaging takes some of the guesswork out of investing in the stock market. Instead of waiting to invest a single lump sum until you feel prices…

Read More

Monitoring Your Portfolio

May 27, 2015
, , ,

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If…

Read More

Balancing a Retirement Portfolio with Asset Allocation

May 4, 2015
,

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and downs of a portfolio’s return. Each type of investment, or asset class, has strengths and weaknesses…

Read More

Top Year-End Investment Tips

October 8, 2014
,

Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals…

Read More

Now That You're Retired, Maximize Your Retirement Income

September 7, 2011
, , ,

Although much of the last decade has been an exception, historically, stock returns have outpaced inflation by the widest margin and have provided the strongest returns over the long term. Those long-awaited golden years have arrived, and you’re enjoying a well-deserved retirement. You’ve saved and invested wisely to provide a financial cushion. Where do you…

Read More

Mid-Life Investing — Making the Most of Your Asset-Building Years

January 17, 2011
, ,

As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals. That’s why it’s important to have a solid plan in place. Here are some steps to help keep your portfolio on track.…

Read More

Safety in Numbers: Why Diversification Matters

December 17, 2010
, ,

Think of investing as a venture into uncharted territory — but you need to pack well in order to strive for success. Don’t rely on a single investment vehicle to pursue your investment goals. Rather, build your portfolio with a selection of investments designed to work together. This process — dividing your investment dollars among…

Read More

Get In Touch

Share On Social Media