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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


Community Investing: Helping Others

Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims of Hurricane Katrina get by for the short-term. While charitable giving remains very important, many people are looking for options that are more focused on helping for the long term. Barbara VanScoy is a portfolio manager with an investment management company that focuses on community reinvestment act securities. She says "Charity is an important first... 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)


Investing in Sectors

We recently discussed investing in broad indexes to diversify a portfolio, but when investors would like to focus on a specific sector or sub-sector within the broad market, they often look for individual stocks that participate in a desired sector. As noted in the 2000-2002 bear market, investing in individual stocks can have excessive company specific risk ? think Enron. Our approach would be to buy the entire sector or sub-sector through the use of specialized Exchange Traded Funds (ETF).... 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


What Everyone Should Know About Mutual Funds

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 an investment portfolio, to help you get better returns with lower costs. For many years, my most popular stock market investment vehicles have been No-Load Mutual Funds. They still are, for many reasons. Firstly, by design they have the ability to offer excellent diversification. Secondly, they have an active manager that should be knowledgeable and... more

Alternative Investments


Employee Stock Options: Investing and Mitigating Risk

For clients who are employed in some capacity by a publicly traded company (and occasionally private companies), there may be the opportunity to receive stock options from your employer. These options are somewhat different from the options we may employ in your portfolio to either hedge or protect a position that we own or may be short. Options granted by your employer give you the right to buy a specific number of shares of your company's stock during a time and at a price that your... 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