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Asset Allocation

Portfolio Management | Asset Allocation | Wiseradvisor.com

Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Investing, by its nature, is the goal of taking something and creating an environment in which it will grow. If done properly it will grow...
Portfolio Management | Asset Allocation | Wiseradvisor.com

When asked how their assets are diversified, most people respond by indicating how much of their portfolio is divided between stocks,...
Portfolio Management | Asset Allocation | Wiseradvisor.com

We all know we should rebalance our portfolios periodically to ensure they stay in line with our targeted asset allocation. Why, then, is...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Periodically, you should thoroughly review your portfolio to ensure it is still helping you work toward your investment goals. Follow these...
Portfolio Management | Asset Allocation | Wiseradvisor.com

The past few years have taught investors the meaning of volatility in investing. While investors weren't that concerned about volatility...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Within the investment consulting community, it has long been preached that periodically rebalancing a multi-asset class portfolio is a...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Now we'll discuss how rebalancing also keeps your portfolio in line with your target allocation (which should be based upon your risk...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Rebalancing - using new cash or shifting money to bring your investment portfolio's target allocations back in line annually - is one of...
Portfolio Management | Asset Allocation | Wiseradvisor.com

The only two things that were ever considered to be absolutes in life were death and taxes. I would suggest that we add two other items to...
Portfolio Management | Asset Allocation | Wiseradvisor.com

You're almost certainly familiar with diversification, but it is also one of the most misunderstood investment concepts. Diversification...
Portfolio Management | Asset Allocation | Wiseradvisor.com

When asked by a waitress whether he would like his pizza cut into six or eight slices, Yogi Berra is reputed to have said, "Six. I'm not...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Today let's discuss why asset allocation, a basic but often misunderstood aspect of investing, is important. When you invest, you must...
Portfolio Management | Asset Allocation | Wiseradvisor.com

When it come to investing, are you a micromanager? Or a hands-off type? Micromanagers obsess over their portfolios. They switch in and out...
Portfolio Management | Asset Allocation | Wiseradvisor.com

In the construction of your portfolio, asset allocation, investment selection, cost containment, and tax efficiency may be the most...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Global stock markets have had to digest a full plate of unsettling events this summer - everything from the North Korean missile tests...
Portfolio Management | Asset Allocation | Wiseradvisor.com

You've heard the old investment adage, "Don't put all your eggs in one basket." It's good advice. A diversified portfolio should be at the...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Just as a healthy "balanced" diet promotes good health for your body, a balanced portfolio promotes healthy investment returns. In matter...
Portfolio Management | Asset Allocation | Wiseradvisor.com

The theory behind asset allocation is to spread your investments across different asset classes to help protect your portfolio from...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Diversification is a tool used by financial professionals to help investors create a portfolio focused on achieving their goals and dreams,...
Portfolio Management | Asset Allocation | Wiseradvisor.com

When traveling to unfamiliar territory most people will take along with them roadmaps (the more technical among us might even use a...
Portfolio Management | Asset Allocation | Wiseradvisor.com

Asset allocation may be the investment equivalent of flossing your teeth, most people know they should do it, but somehow they just don't...
Portfolio Management | Asset Allocation | Wiseradvisor.com

For many investors, investing typically begins with one stock or mutual fund. Over time, other selections are added because many people...
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