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

Feb 24, 2014
Background Energy Royalty trusts are neither stocks nor bonds, although they share some of their characteristics. Investment trusts are...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
The chart below shows that the multiyear downtrend in the Dow that began in 1999 looks set to continue with the recent breakdown early...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the...
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Asset Allocation
Understand Portfolio Management Services & Concepts | 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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Understand Portfolio Management Services & Concepts | 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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Understand Portfolio Management Services & Concepts | 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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Bond Investments and Risk
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Nov 19, 2014
Between ISIS and Ebola, it seems like the world is in crisis. How can you prepare your investment portfolio to withstand anything?...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
The strategies used for bond investing will depend on the financial objectives you are pursuing. You need to consider a list of facts in...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
The hissing sound you are hearing may not be the final death call from the stock market, or more specifically the Tech Bubble bursting from...
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Exchange Traded Funds (ETFs)
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
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...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
If a flexible investment that offers a simple way to gain exposure to the market in a diversified, cost-effective way sounds appealing ?...
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Hedge Funds For Investors
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
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...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
"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...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
By Justin Stoltzfus January 13, 2014 Regulators are putting new restrictions in place for reverse mortgages to make sure homeowners who...
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Investment in Mutual Funds
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
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....
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
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...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
By now, I am sure that you are familiar with the inverse relationship between bond prices and interest rates. When interest rates go down,...
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Investment Strategy
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

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

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

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...
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Socially Responsible Investing
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
Corporate ethics. Clean industry. Fair wages. As oxymoronic as these phrases may sound in traditional business, many investors are now...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims...
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
Socially responsible investing (SRI) has been around in some form for more than 200 years, but it has become more prominent in the...
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Stock Analysis and Research
Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Jun 10, 2015
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....
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
If you have employee stock options, consider yourself lucky. If those stock options are "in the money," consider yourself even luckier....
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Understand Portfolio Management Services & Concepts | Wiseradvisor.com

Feb 24, 2014
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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