Portfolio Management

July 3, 2025An employer-sponsored 401(k) plan may be an important part of your financial plan for retirement. Managing those investments wisely means keeping an eye on market movements. When a bear market sets in, you may be tempted to make a flight… read more…

January 2, 2025A 401(k) retirement plan fiduciary is a person who has the responsibility of managing the plan to the best interests of its participants. Federal law recognizes three types of 401(k) fiduciaries, 3(16), 3(21) and 3(38) fiduciaries. The names refer to… read more…

May 8, 2023Bitcoin is one of the most valuable and volatile assets on the market. By February 2021 it had soared to an intraday high of nearly $60,000, more than nine times a year-earlier intraday level. Whether you’re interested in this cryptocurrency… read more…

August 30, 2023Investing in a small-cap value fund is a simple way to diversify your portfolio. These funds offer exposure to companies with a smaller market capitalization and an investment focus on value instead of growth. Small-cap value funds can come in a few different forms, such as traditional mutual funds, index funds or even ETFs. But although… read more…

March 3, 2023Portfolio optimization is one of the most basic skills you’ll need to acquire when actively managing your investments. With regular portfolio reviews, you can make adjustments to increase the likelihood you’ll end up with comfortable returns instead of frustrating results.… read more…

March 25, 2024CAN SLIM is an investing strategy that represents seven characteristics typically present in well-performing stocks. As a result, those traits typically manifest right before a stock sees its price increase. The term CAN SLIM or “C-A-N-S-L-I-M” is an acronym, with… read more…

August 25, 2023Whether you’re a new or veteran investor, you probably want a lot of different things from an investment. But, deciding which investments will help you achieve your financial goals may be a bit of a challenge. So, rather than putting… read more…

May 30, 2023Modern portfolio theory (MPT) focuses on how to maximize returns for a given amount of risk. However, it also attempts to strike the balance between risk and reward to keep those returns steady. By encouraging investors to diversify their portfolio… read more…

August 30, 2023While some investors choose to work with a financial advisor who invests on their behalf, others buy and sell their own stocks. When you buy stock, though, there are different varieties of stock orders you can use. Some orders execute immediately, while others only execute at a specific time or price. A few order types… read more…

October 11, 2024An investment portfolio is a basket of asset classes that typically include stocks, bonds, cash, real estate and more. Investors generally aim for a return by diversifying these securities in a way that reflects their risk tolerance and financial goals.… read more…

April 16, 2025Building an investment portfolio means determining the right mix of assets to help you reach your goals for the short and long term. One of the more conventional approaches financial advisors and experts suggest is the 60/40 portfolio. Going this… read more…

April 4, 2025Setting up your asset allocation is one of the most important investment decisions you’ll make for your portfolio. This is the process by which you break down your investment portfolio based on stocks, bonds, cash and other investments. Your age and risk tolerance will largely influence your strategy. Your proximity to your retirement will also… read more…

July 2, 2025An investment strategy is a defined approach to investing that shapes the choices an investor makes for his or her portfolio. Different investment strategies assume specific tactics based on fundamental beliefs. For instance, value investing seeks stocks that are undervalued and… read more…

February 24, 2023Asset allocation is the mix of investments you choose for your investment portfolio. Picking the right mix is key to maximizing returns and minimizing risk as you invest. If you don’t get the mix right, you could miss out on… read more…

August 8, 2024When creating an investment plan, understanding how to diversify your portfolio is one of the most important aspects. Diversification essentially means spreading your assets among a variety of investments. Doing this helps to mitigate risk and provides the potential to improve returns. A financial advisor can help you optimize an investment strategy for your financial… read more…

March 20, 2025Economic recessions are never pleasant. But they’re an unfortunate reality that investors have to deal with from time to time. While it’s impossible to predict when a recession will hit, there are often clues that warn of a potential economic… read more…

March 18, 2023If you’re only investing in a mixture of stocks, mutual funds or bonds, there are plenty of ways to add diversity to your portfolio. Fine art can be a lucrative investment but it takes a certain amount of knowledge and… read more…

January 17, 2025Maximizing returns is a key goal for any investor, but maintaining a well-balanced portfolio is just as important for managing risk and ensuring long-term success. Over time, market fluctuations can shift your asset allocation, potentially exposing you to more risk than you intended. That’s why periodic rebalancing is essential. Before making any adjustments, however, it’s… read more…

March 19, 2023Thanks to their lower costs, exchange-traded funds (ETFs) are becoming a popular choice among investors. These funds, which track specific stock indexes or market sectors, look like any other mutual fund, but they trade like a stock. While there are… read more…

September 24, 2018Building wealth over time isn’t something that’s exclusive to the super-rich. Even if you can’t afford a luxurious lifestyle, it’s still possible to accumulate some decent assets if you’re smart about what you do with your money. Taking a page out of the investing playbooks of the 1% is a step in the right direction… read more…

March 19, 2023The inflation rate in the United States has been very low for a very long time. In both 2013 and 2014 inflation was less than 2%, the Federal Reserve’s target rate to maintain price stability. To find the last time… read more…

January 16, 2025Municipal bonds are debt securities issued by local governments and public agencies to fund essential projects such as infrastructure improvements, school construction, and public utilities. When investors purchase these bonds, they are effectively lending money to the issuing government in exchange for regular interest payments and the return of the principal amount at maturity. While… read more…