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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Regardless of how smoothly they operate, all individuals, organizations, industries, and economies routinely experience setbacks, ranging...
Understand Portfolio Management Services & Concepts | 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...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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

Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything?...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

The strategies used for bond investing will depend on the financial objectives you are pursuing. You need to consider a list of facts in...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Treasury Inflation Protection Securities (TIPS), issued by the U.S. Treasury, are similar to other Treasury bonds in a number of...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

If a flexible investment that offers a simple way to gain exposure to the market in a diversified, cost-effective way sounds appealing ?...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

"I'll tell you what I think of hedge funds. Hedge funds are a huge fad. You can pick any ten hedge funds and I'll bet that on...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

By Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Looking for a way to invest in specific foreign companies without learning all the intricacies of other country's stock markets? You may...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

There's an old cartoon that shows a U.S. map, with tugboats towing away several states. The caption goes something like this: 'The trade...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

If you don't want to have all your assets in the stock market, that means you'll need to consider either cash or bonds for your portfolio....
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

The goal of this article is to introduce each of you to some of the less transparent issues I consider in order to select better funds for...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

By now, I am sure that you are familiar with the inverse relationship between bond prices and interest rates. When interest rates go down,...
Understand Portfolio Management Services & Concepts | 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...
Understand Portfolio Management Services & Concepts | 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...
Understand Portfolio Management Services & Concepts | 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...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Corporate ethics. Clean industry. Fair wages. As oxymoronic as these phrases may sound in traditional business, many investors are now...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the...
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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....
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

If you have employee stock options, consider yourself lucky. If those stock options are "in the money," consider yourself even luckier....
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Selling is probably the most important thing you do in your trading life, yet it is the hardest thing to do. I don't know if it is an ego...
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