Resources > Portfolio Management

Portfolio Management

Stock Analysis and Research

Value & Growth?

In the world of finance the most difficult part is just understanding the definitions. Unfortunately, all definitions aren't consistent ? some pacts have various twists on the definitions of terms. For this conversation I'd like to take you through the two main categories of a security or... more

Investment in Mutual Funds

The ABC's of Investing and Why You Should Avoid Them

If you?re not educated on the ABC's, you could end up with a ?D? or an ?F? in portfolio management. The ABC's I'm referring to are the share classes of commission mutual funds. "A" shares are where you pay a commission upfront for a mutual fund. The typical commission is from 4% - 6% of the... more

Exchange Traded Funds (ETFs)

Investing in Sectors

We recently discussed investing in broad indexes to diversify a portfolio, but when investors would like to focus on a specific sector or sub-sector within the broad market, they often look for individual stocks that participate in a desired sector. As noted in the 2000-2002 bear market,... more

Asset Allocation

Should You Invest in the Stock Market or in Real Estate?

By Paula Pant Investing is part of any healthy financial plan. But if you're new to the game, it can be overwhelming and intimidating. Where do you start? What do you even invest in? Should you try the stock market? Are you ready to invest in real estate? There are pros and cons to both options... more

International Investing

Should You, Instead, Be Investing in China's Economic Growth?

China is the world's second largest economy on a purchasing power parity basis and is driven by a population of 1.3 billion people. And, it is estimated that China enjoys a household savings rate of more than 40%, one of the highest in the world. As incomes rise, newly empowered consumers... more

Bond Investments and Risk

Bond Investing Misconceptions

Several misconceptions surround bond investing, including: It's difficult to assess the safety of a particular bond. U.S. Treasury securities are the safest bonds, because they carry the full faith and backing of the United States government. Municipal and corporate bonds have more risk,... more

Socially Responsible Investing

Community Investing: Helping Others

Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims of Hurricane Katrina get by for the short-term. While charitable giving remains very important, many people are looking for options that are more focused on... more

Investment Strategy

Investing Basics

The beginning of a new year is a good time for each of us to review the basics of investing to see if we are adhering to the principles that will make us successful investors over the long run. Compounding to Wealth Most wealth is built steadily over long periods of time. There are exceptions... more

Alternative Investments

So, you want to invest in an oil deal?

Why Me? Are you looking to join J.R. Ewing down at the Petroleum Club? Or, maybe you?re simply looking for an outsized return to make up for past hiccups. With oil hovering around $60 per barrel, more drilling prospects will be looking for funding. If you?re known about town as an investor,... more

Hedge Funds For Investors

New Changes to FHA Reverse Mortgage Rules

By?Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who want to cash out equity in a property can still pay the basic escrow costs of ownership: insurance and property taxes. Breaking news from venues like SFGate... more

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