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Portfolio Management

Investment in Mutual Funds


Mutual Funds: More Bang for Your Buck

With the recent corporate scandals still fresh in investor's minds, where can one turn to invest with relative safety and have the prospect of a good rate of return? Interest rates are still near historic lows, suggesting that money market accounts and bonds are not the places to get those returns... more

Stock Analysis and Research


The Basics of Fundamental Analysis

Looking to invest in stocks but don't know where to start? Analyzing a business can become complicated unless you have a basic road map. Here are some guidelines that can get you started. ... 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

Exchange Traded Funds (ETFs)


Are ETFs the Investing Wave of the Future?

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in the last 5 years. Here are a few good reasons: 1). ETF's have the trading flexibility of a stock, as well as the diversification similar to a mutual fund... more

International Investing


Are You Itching to Invest in China's Growth?

If you?ve been following the dynamics of global trade lately, the statistics suggest that China is leading the world as an exporter (seller) of goods and that the US is the world's largest consumer (importer). This isn't really new news, yet, if the direction of global capital flows represents a... more

Bond Investments and Risk


3 Ways to Get Your Portfolio Ready for Ebola, ISIS, or the Next Crisis

Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything? Between ISIS, the Ebola outbreak, Russia in the Ukraine and a persistently weak Europe, it might sometimes feel like the worlds, and your portfolio, are in... more

Socially Responsible Investing


Socially Responsible Investing: Putting Your Money Where Your Heart Is

Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the investing scene in the last 40. It's a way for individuals, corporations and institutions to merge their investing with their values. It empowers investors to 'vote'... more

Alternative Investments


Employee Stock Options: Investing and Mitigating Risk

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the opportunity to receive stock options from your employer. These options are somewhat different from the options we may employ in your portfolio to either hedge or... more

Investment Strategy


How to Keep a Cool Head in Any Market

The market is being volatile, and you're stressed. Here are two important tips on how to keep a cool head and why. By Anna B. Wroblewska.   If you've been following the markets recently, you might be feeling a bit stressed. With this kind of volatility, it's hard not to experience the sense... more

Hedge Funds For Investors


Come Out, Come Out, Wherever You Are

Hedge funds are going mainstream. If you've heard the term 'hedge fund' but never wondered aloud, lest your ignorance show, here's the update on what's new in that secretive world. Billed as the Billionaire's Secret to Investing, participating in hedge funds (HFs) is the new average guy's avenue... more

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