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Asset Allocation

Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
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...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
When asked how their assets are diversified, most people respond by indicating how much of their portfolio is divided between stocks,...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
We all know we should rebalance our portfolios periodically to ensure they stay in line with our targeted asset allocation. Why, then, is...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Periodically, you should thoroughly review your portfolio to ensure it is still helping you work toward your investment goals. Follow these...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
The past few years have taught investors the meaning of volatility in investing. While investors weren't that concerned about volatility...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Within the investment consulting community, it has long been preached that periodically rebalancing a multi-asset class portfolio is a...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Now we'll discuss how rebalancing also keeps your portfolio in line with your target allocation (which should be based upon your risk...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Rebalancing - using new cash or shifting money to bring your investment portfolio's target allocations back in line annually - is one of...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
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...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
You're almost certainly familiar with diversification, but it is also one of the most misunderstood investment concepts. Diversification...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
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...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Today let's discuss why asset allocation, a basic but often misunderstood aspect of investing, is important. When you invest, you must...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
When it come to investing, are you a micromanager? Or a hands-off type? Micromanagers obsess over their portfolios. They switch in and out...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
In the construction of your portfolio, asset allocation, investment selection, cost containment, and tax efficiency may be the most...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Global stock markets have had to digest a full plate of unsettling events this summer - everything from the North Korean missile tests...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
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...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Just as a healthy "balanced" diet promotes good health for your body, a balanced portfolio promotes healthy investment returns. In matter...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
The theory behind asset allocation is to spread your investments across different asset classes to help protect your portfolio from...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Diversification is a tool used by financial professionals to help investors create a portfolio focused on achieving their goals and dreams,...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
When traveling to unfamiliar territory most people will take along with them roadmaps (the more technical among us might even use a...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
Asset allocation may be the investment equivalent of flossing your teeth, most people know they should do it, but somehow they just don't...
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Portfolio Management | Asset Allocation | Wiseradvisor.com

Feb 24, 2014
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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