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Portfolio Management

Choosing the right investments for your portfolio requires proper planning and diligence. Making the right decisions will bring you closer to realizing your personal financial goals, while making the wrong decisions can make this process more complicated. Learn how stocks, bonds, mutual funds and alternative investments, effectively managed through the right asset allocation, will help you create a sound portfolio strategy.

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' with their pocketbooks as a way to influence governments or corporations, hopefully, improving the quality of life throughout society. SRI in the United States was first practiced in the late 1700's,... more

Investment Strategy


Like Your Portfolio, Your Financial Team Should be Diversified, Too

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 making decisions about your investments together makes for a better result. By Reid Johnson | REQUEST FREE CONSULTATION   While it's often overlooked by many financial professionals, diversifying your financial management team can be just as important as diversifying your portfolio. That means you should consider avoiding relying on a financial... 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. By Anna B. Wroblewska   Are you looking to invest in stocks but don’t know where to start?   Fundamental analysis is the process of trying to understand the value of a company by... more

International Investing


How China's Stock Market Affects US Indexes

The recent chaos in China's markets seem to have taken global centerstage. What does all this have to do with U.S. markets, and, more importantly, what should an individual investor do about all this? Simple - stay aware, but always take the long view. By Anna B. Wroblewska   Between plummeting oil prices, a Shanghai stock market that had to be shut down twice in as many days, and the worst start of a year in history for the S&P 500, it's been -- to put it mildly -- a bit of a January.... more

Exchange Traded Funds (ETFs)


Coffee and Volatility in the Morning

We are now in the middle of ?earnings season? which is one of four times per year when most U.S. companies report their quarterly results. Wall Street has a fun little game we get to play during this time called ?beat or miss?. In this game, companies that don't do as well as Wall Street analysts predicted are usually greeted with relentless selling of their shares. Companies that meet or exceed earnings estimates may go up, down, or sideways depending on what they say about the future. If... more

Hedge Funds For Investors


Hedge Funds for Individual Investors

Hedge Funds have been getting a lot of press lately. The mutual fund scandals have forced the SEC to come up with new ways to oversee this growing industry. Regardless of whether tighter supervision is good or bad, in most cases, hedge funds are still reserved for the ultra wealthy. What many people do not realize is that many public mutual funds follow hedge fund like strategies, meaning even someone with $2,000 can get in the act. This article will discuss some of the strategies available... 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. The important thing isn't deciding which route is better, but deciding which is better for you. Here are some of the important things to keep in mind when considering whether to invest in the... more

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. Individual stocks promise decent returns, but are very volatile. It requires a great deal of money to properly diversify into an adequate number of stocks, and commission costs eat into any return... more

Alternative Investments


So, you want to invest in an oil deal?

Why Me? Are you looking to join J.R. Ewing down at the Petroleum Club? Or, maybe you?re simply looking for an outsized return to make up for past hiccups. With oil hovering around $60 per barrel, more drilling prospects will be looking for funding. If you?re known about town as an investor, you?ll be seeing them more and more. If you?re considering jumping in, read on for further understanding of the risks (and rewards!?) "Why did this deal come my way?" This is an overriding... 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 constant peril. Especially after the financial crisis, where most investors experienced the fear and market drops firsthand, looming problems around the world can feel just as unpredictable and unmanageable... more