Individual Sign In
Advisor Sign In
Are you a financial advisor? Sign Up
Financial Advisors
Find a Financial Advisor
Get Matched to a Vetted Advisor
Search Our Advisor Directory
Cities
Financial Advisors in Atlanta
Financial Advisors in Dallas
Financial Advisors in Denver
Financial Advisors in Houston
Financial Advisors in New York
More cities...
Fee-Only Financial Advisors
Fee-Based Financial Advisors
Important Reads
How to Find a Financial Advisor
Cost of a Financial Advisor
Fiduciary Financial Advisors
Questions to Ask an Advisor
What Does a Financial Advisor Do?
The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning
More Articles on Financial Advisors
Financial Advisors
for Professionals
Athletes
Doctors
Retirement
Find a Retirement Advisor
Get Matched a Vetted Advisor for your Retirement
Retirement Advisors Near You
Retirement Guide
Retirement Guide Homepage
Should You Hire An Advisor For Your Retirement?
Retirement Investment Strategies
Average Retirement Savings by Age
Retirement Planning for High-Net-Worth Individuals
Calculators
How Much Do You Need For Retirement?
How Will Retirement Impact My Living Expenses?
Roth 401(K) To a Traditional 401(K)
Are My Current Retirement Savings Sufficient?
Other Retirement Calculators
Important Reads
What is a 401K?
What is a Roth IRA?
Common Retirement Mistakes
Retirement Planning Checklist
Question To Ask Your Advisor About Retirement
Retirement Savings Tips For 55-64 Year Olds
More Articles on Retirement Planning
Investing
Find An Advisor
Free Match to Vetted Advisors
Financial Advisors Near You
Investment Guide
Investment Guide Homepage
Investing 101
Important Investing Principles
Key Trends For Investors In 2022
8 Weatlh Creation Tips
10 Wealth Preservation Strategies
Calculators
Saving Goal Calculator
Investment Return Calculator
Other Investment Calculators
Important Reads
5 Step Guide on Building Wealth
How To Write An Investment Policy Statement
Portfolio Managers vs. Investment Advisors
Value Stocks vs. Growth Stocks
Wealth Creation vs. Wealth Preservation
How To Invest in ETFs
7 Investing Principles for Investment Success
More Articles on Investing
Blog
Blog Categories
Blog Homepage
Financial Advisor Guide Blogs
Financial Planning Blogs
Retirement Planning Blogs
Education Planning Blogs
Investment Management Blogs
Personal Finance Blogs
Estate Planning Blogs
Other Financial Resources
Advisor Program
About
News
Contact
Financial Advisors
Find a Financial Advisor
Get Matched to a Vetted Advisor
Search Our Advisor Directory
Cities
Financial Advisors in Atlanta
Financial Advisors in Dallas
Financial Advisors in Denver
Financial Advisors in Houston
Financial Advisors in New York
More cities...
Important Reads
How to Find a Financial Advisor
Cost of a Financial Advisor
Fiduciary Financial Advisors
Questions to Ask an Advisor
What Does a Financial Advisor Do?
The Battle of Advice: ChatGPT vs. a Financial Advisor on Retirement Planning
More Articles on Financial Advisors
Financial Advisors for Professionals
Athletes
Doctors
Fee-Only Financial Advisors
Fee-Based Financial Advisors
Retirement
Retirement Guide Homepage
Find a Retirement Advisor
Get Matched to a Vetted Advisor
Retirement Advisors Near You
Retirement Guide
Should You Hire An Advisor For Your Retirement?
Retirement Investment Strategies
Average Retirement Savings by Age
Retirement Planning for High-Net-Worth Individuals
Calculators
How Much Do You Need For Retirement?
How Will Retirement Impact My Living Expenses?
Roth 401(K) To a Traditional 401(K)
Are My Current Retirement Savings Sufficient?
Other Retirement Calculators
Important Reads
What is a 401K?
What is a Roth IRA?
Common Retirement Mistakes
Retirement Planning Checklist
Question To Ask Your Advisor About Retirement
Retirement Savings Tips For 55-64 Year Olds
More Articles on Retirement Planning
Investing
Investment Guide Homepage
Find An Advisor
Free Match to Vetted Advisors
Financial Advisors Near You
Investment Guide
Investing 101
Important Investing Principles
Key Trends For Investors In 2022
8 Weatlh Creation Tips
10 Wealth Preservation Strategies
Calculators
Saving Goal Calculator
Investment Return Calculator
Other Investment Calculators
Important Reads
5 Step Guide on Building Wealth
How To Write An Investment Policy Statement
Portfolio Managers vs. Investment Advisors
Value Stocks vs. Growth Stocks
Wealth Creation vs. Wealth Preservation
How To Invest in ETFs
7 Investing Principles for Investment Success
More Articles on Investing
Blog
Blog Homepage
Blogs Categories
Financial Advisor Guide Blogs
Financial Planning Blogs
Retirement Planning Blogs
Education Planning Blogs
Investment Management Blogs
Personal Finance Blogs
Estate Planning Blogs
Other Financial Resources
Advisor Program
About
News
Contact
Individual Sign In
Advisor Sign In
Are you a financial advisor? Sign Up
Home
>
Resources
>
Portfolio Management
>
Investment Strategy
Investment Strategy
Like Your Portfolio, Your Financial Team Should be Diversified, Too
Sep 28, 2017
You don't put all your eggs in one basket, neither should you put all your trust in one financial professional. Having a cadre of pros...
READ MORE
Are We Already in a Bear Market?
Jan 18, 2016
The onset of 2016 saw the market having its worst start in recorded history. We may be in for a 'bad year', but here's what you need to...
READ MORE
How Many Stocks Do You Need for a Diversified Portfolio?
Dec 12, 2015
There are many opinions on this topic. Here are a few fundamental points to consider, With patience and a methodical approach, you can be...
READ MORE
How to Keep a Cool Head in Any Market
Sep 24, 2015
style="display: none!important;">The market is being volatile, and you're stressed. Here are two important tips on how to keep a cool head...
READ MORE
Summer Reading: Investing 101
Jul 14, 2015
A quick overview on how to go about planning your investment strategy. By Paula Pant Investing books may not sound like a...
READ MORE
Retirement and Risk: The Difference Between Tolerance and Capacity (and Why You Need to Know It)
Feb 11, 2015
When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are...
READ MORE
Tried-And-True Advice About Dividend Stocks
Nov 01, 2014
By Anna B. Wroblewska. The dividend stock, the old faithful of the equity investment world, might seem a little bland at first. After all,...
READ MORE
Trading and Investing Are Very Different
Feb 24, 2014
Every investor is affected by some degree to trading and the cost of transacting. This refers to trading as a function rather than one's...
READ MORE
What an Aspiring Buy and Hold Investor Should Consider
Feb 24, 2014
The buy-and-hold is said to be the most commonly used investment strategy among individual investors. Many choose this method because of...
READ MORE
10 Things Every Investor Should Know
Feb 24, 2014
I spend a great deal of my time explaining things to my clients as well as many other individuals that do not necessarily revolve directly...
READ MORE
Investment Approach: Specific Target or Toss the Dart?
Feb 24, 2014
If you are like most individual investors, your portfolio is built and designed around a method of pure luck and good intentions. Some...
READ MORE
Investing Basics
Feb 24, 2014
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...
READ MORE
Investments with Eye on Risk Shine
Feb 24, 2014
There are three elements that any investment plan must have to succeed: solid performance, low volatility and profit protection. The first...
READ MORE
Buy High, Sell Low
Feb 24, 2014
It violates the most fundamental element of investing, yet thousands of investors practice it every day. As soon as the market or sector...
READ MORE
Watch Out For Those Predictions
Feb 24, 2014
Will this year be a good year for financial markets? The answer depends on whom you ask. Every January, I review the predictions of...
READ MORE
Constructing a Portfolio
Feb 24, 2014
No two investors have the exact same investment goals. Building a portfolio that is customized to your comfort level and consistent with...
READ MORE
Consider Dollar Cost Averaging
Feb 24, 2014
We all know we should buy low and sell high, but determining when that occurs is difficult. Thus, consider using a strategy like dollar...
READ MORE
Watch Out for These Mistakes
Feb 24, 2014
Investing is a gradual process - purchasing investments and selling others as the years go by. After a period of years, this can result in...
READ MORE
Wealth Management: Passive vs. Active Investing
Feb 24, 2014
In recent years, a variety of investment vehicles have sprung up that allow you to invest "passively" in the market. Instead of trying to...
READ MORE
Dollar-cost Averaging: A Simple Strategy for Uncertain Markets
Feb 24, 2014
Many people believe that smart investors can 'time' the market'investing on dips and selling at the high points'to make large amounts of...
READ MORE
Five Steps that May Turn the Market's Ups and Downs to Your Advantage
Feb 24, 2014
The market goes up, and the markets go down. But what steps can you take when the market becomes more volatile than usual? Should you...
READ MORE
Stay on Track With a Summertime Portfolio Review
Feb 24, 2014
Summer is traditionally a time for fun, family vacations and a more relaxed pace of life. But between the baseball games and barbecues,...
READ MORE
Are You Wired for Investment Success?
Feb 24, 2014
"Experience is the toughest teacher because it gives the test first and the lesson later." It is so easy for anyone to open a...
READ MORE
Some General Investing Tips
Feb 24, 2014
Realize that saving and investing are two different concepts. Saving involves not spending current income, while investing requires...
READ MORE
Reduce the Sting of an Investment Loss
Feb 24, 2014
Many people find it hard to sell losing investments. This deep-rooted reluctance even has a name, the 'disposition effect.' The disposition...
READ MORE
Understanding Value vs. Growth Investing
Feb 24, 2014
Everyone hears over and over, from Morningstar and other sources, about value versus growth investing. The problem, and reality is, that...
READ MORE
Investing Offensively & Defensively
Feb 24, 2014
Have you ever wondered why your investment returns don't match the advertised return of the investment product you are using? Investor...
READ MORE
Two Opportunities to Decide if That's Light You See at the End of the Tunnel
Feb 24, 2014
The next few months will present two excellent opportunities to conduct a quick investment checkup. The first is when you receive...
READ MORE
Insatiate Cormorant
Feb 24, 2014
In looking back at the recent bull market, it is universally agreed that during those 18 years the market were in a perfect scenario...
READ MORE
Market Volatility: Unwelcome But Inevitable
Feb 24, 2014
With the recent corporate accounting scandals contributing to what was already a volatile stock market, no wonder many investors are...
READ MORE
Investing Over a Lifetime
Feb 24, 2014
Goethe once said, ?In the realm of ideas, everything depends on enthusiasm; in the real world, all rests on perseverance.? With regard to...
READ MORE
The Folly of Market Timing
Feb 24, 2014
These days, some people may have a 'sure-fire' way to time the stock market. Just check out the Internet. You can find screens advertising...
READ MORE
Intermarket Analysis
Feb 24, 2014
Most investors have something I like to call TVS, or 'Tunnel-Vision Syndrome'. They tend to focus on one market and absolutely analyze it...
READ MORE
Active Versus Passive Management
Feb 24, 2014
The investment management world of today can be divided into two broad categories of management style, each reflecting a fundamentally...
READ MORE
Active Management Evaluation: Will Your Active Money Manager Or Mutual Fund Add Value?
Feb 24, 2014
Before (and after) hiring an investment manager whose approach is to actively manage a stock (or bond) portfolio, a thorough examination...
READ MORE
What is an Index and Why Should I Care?
Feb 24, 2014
Most investors have heard the term ?index?, but what does it really mean? An index is an assortment of investments designed to perform in...
READ MORE
Investment Philosophy Question
Feb 24, 2014
With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...
READ MORE
Protecting Against Disaster
Feb 24, 2014
With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...
READ MORE
Vince Lombardi Investing
Feb 24, 2014
Running a football team is no different than running any other kind of organization - any army, a political party or a business. The...
READ MORE
Tune Out The Noise. The Results Will Follow
Feb 24, 2014
Everyday we are bombarded with a plethora of investment advice. We see it in magazines and newspapers and we hear it on the radio and TV...
READ MORE
Ruminations on the Investment Process
Feb 24, 2014
This is a very complex topic that I will cover here in abbreviated form. The main steps are as follows: Determine the goals and...
READ MORE
Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3)
Feb 24, 2014
In Part 3 of this series, we discussed the final cognitive biases, namely overconfidence, selective memory and mental accounting. ...
READ MORE
Investing Driving You Crazy? Maybe Its Because You Already Are!
Feb 24, 2014
When it comes to your investments and portfolio, are you overconfident? Are you just a bit too greedy? Do you panic at signs of a stock...
READ MORE
A New Approach to Investment Planning
Feb 24, 2014
To formulate an effective personal investment strategy, it's useful to determine if your investment portfolio is well positioned to help...
READ MORE
Portfolio Rebalancing Vs. Market Timing
Feb 24, 2014
You probably have a pretty good idea of how your investments have done lately. You may even track them daily. But to keep your...
READ MORE
GO
Need a Financial Advisor in your area?
GO
Resource Categories
Financial Advisor Guide
Portfolio Management
Personal Finance
Financial Planning
Retirement Planning
Wealth Management
Estate Planning
Business Finances
Financial Trends/Government
Financial Infographics
Retirement Calculator
Are You a Financial Advisor?
Get registered and learn more
GO
Find an Advisor