wiseradvisor

Investment Strategy

Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

There are many opinions on this topic. Here are a few fundamental points to consider, With patience and a methodical approach, you can be...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

A quick overview on how to go about planning your investment strategy. By Paula Pant   Investing books may not sound like a...
Portfolio Management | Investment Strategy | Wiseradvisor.com

When we think about recipes for well-funded retirement plans we often start with some basic concepts. One of them is that investments are...
Portfolio Management | Investment Strategy | Wiseradvisor.com

By Anna B. Wroblewska. The dividend stock, the old faithful of the equity investment world, might seem a little bland at first. After all,...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

The buy-and-hold is said to be the most commonly used investment strategy among individual investors. Many choose this method because of...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Day-trading, once the exclusive domain of floor traders and of the larger investment firm's proprietary trading desks, is now fair game for...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

If you are like most individual investors, your portfolio is built and designed around a method of pure luck and good intentions. Some...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

There are three elements that any investment plan must have to succeed: solid performance, low volatility and profit protection. The first...
Portfolio Management | Investment Strategy | Wiseradvisor.com

It violates the most fundamental element of investing, yet thousands of investors practice it every day. As soon as the market or sector...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Will this year be a good year for financial markets? The answer depends on whom you ask. Every January, I review the predictions of...
Portfolio Management | Investment Strategy | Wiseradvisor.com

No two investors have the exact same investment goals. Building a portfolio that is customized to your comfort level and consistent with...
Portfolio Management | Investment Strategy | Wiseradvisor.com

We all know we should buy low and sell high, but determining when that occurs is difficult. Thus, consider using a strategy like dollar...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Investing is a gradual process - purchasing investments and selling others as the years go by. After a period of years, this can result in...
Portfolio Management | Investment Strategy | Wiseradvisor.com

An important part of any investment strategy is to develop a methodology for ultimately selling your investments. Unfortunately, many...
Portfolio Management | Investment Strategy | Wiseradvisor.com

In recent years, a variety of investment vehicles have sprung up that allow you to invest "passively" in the market. Instead of trying to...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Many people believe that smart investors can 'time' the market'investing on dips and selling at the high points'to make large amounts of...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

The biggest obstacle in making good investment decisions is probably our emotions. Numerous studies over the years have found that...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Summer is traditionally a time for fun, family vacations and a more relaxed pace of life. But between the baseball games and barbecues,...
Portfolio Management | Investment Strategy | Wiseradvisor.com

"Experience is the toughest teacher because it gives the test first and the lesson later." It is so easy for anyone to open a...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Regular readers of this space know that we believe in Exchange Traded Funds as an alternative to individual stocks and mutual funds...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Realize that saving and investing are two different concepts. Saving involves not spending current income, while investing requires...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Many people find it hard to sell losing investments. This deep-rooted reluctance even has a name, the 'disposition effect.' The disposition...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Everyone hears over and over, from Morningstar and other sources, about value versus growth investing. The problem, and reality is, that...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Have you ever wondered why your investment returns don't match the advertised return of the investment product you are using? Investor...
Portfolio Management | Investment Strategy | Wiseradvisor.com

The next few months will present two excellent opportunities to conduct a quick investment checkup. The first is when you receive...
Portfolio Management | Investment Strategy | Wiseradvisor.com

In looking back at the recent bull market, it is universally agreed that during those 18 years the market were in a perfect scenario...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Now that most investors have a substantial period of recent bear market experience to draw on, I would suggest examining the methods that...
Portfolio Management | Investment Strategy | Wiseradvisor.com

With the recent corporate accounting scandals contributing to what was already a volatile stock market, no wonder many investors are...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Goethe once said, ?In the realm of ideas, everything depends on enthusiasm; in the real world, all rests on perseverance.? With regard to...
Portfolio Management | Investment Strategy | Wiseradvisor.com

What if the market does not go virtually straight up as it did between 1982 thru 2000? What if we are indeed stuck in a multi year period...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Most investors have something I like to call TVS, or 'Tunnel-Vision Syndrome'. They tend to focus on one market and absolutely analyze it...
Portfolio Management | Investment Strategy | Wiseradvisor.com

The investment management world of today can be divided into two broad categories of management style, each reflecting a fundamentally...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Before (and after) hiring an investment manager whose approach is to actively manage a stock (or bond) portfolio, a thorough examination...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Most investors have heard the term ?index?, but what does it really mean? An index is an assortment of investments designed to perform in...
Portfolio Management | Investment Strategy | Wiseradvisor.com

With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...
Portfolio Management | Investment Strategy | Wiseradvisor.com

With the ever-accelerating pace of change in the global markets and a sea of investment alternatives, many investors feel rather...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Running a football team is no different than running any other kind of organization - any army, a political party or a business. The...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

This is a very complex topic that I will cover here in abbreviated form. The main steps are as follows: Determine the goals and...
Portfolio Management | Investment Strategy | Wiseradvisor.com

In Part 3 of this series, we discussed the final cognitive biases, namely overconfidence, selective memory and mental accounting. ...
Portfolio Management | Investment Strategy | Wiseradvisor.com

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...
Portfolio Management | Investment Strategy | Wiseradvisor.com

To formulate an effective personal investment strategy, it's useful to determine if your investment portfolio is well positioned to help...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Have you ever received a really hot investment tip? How many times has it actually worked out? "Not-so-hot tips" can throw a kink in your...
Portfolio Management | Investment Strategy | Wiseradvisor.com

Most investors know how to make money in a rising, (or Bull), market. Just buy some stocks and watch them go up ? piece of cake. But what...
Portfolio Management | Investment Strategy | Wiseradvisor.com

You probably have a pretty good idea of how your investments have done lately. You may even track them daily. But to keep your...
Portfolio Management | Investment Strategy | Wiseradvisor.com

The road to successful investing is paved differently for each investor. One investor's road to success may be the high road while...