WiserAdvisor – Blog

Main Menu

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning
logo
I Want to Take Charge.
HELP ME FIND AND COMPARE TOP VETTED FINANCIAL ADVISORS IN MY AREA.

FINRA/SEC Registered Advisors

  Your Information is Safe and Secure

WiserAdvisor – Blog

  • Main
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Investment Management
  • More
    • Personal Finance
    • Estate Planning

Investment Management

Home › Investment Management › Page 5
  • Tax-Loss Harvesting
    Investment Management

    What is Tax-Loss Harvesting and Why is it Important?

    By Jonathan Dash
    May 25, 2022
    Tax-loss harvesting refers to a strategy wherein you can sell securities at a loss to offset your capital gains tax due on the sale ...
    Read More
  • Investment Management

    9 Mistakes to Avoid While Making a Large Portfolio Withdrawal

    By WiserAdvisor Insights
    May 4, 2022
    The common investor has innumerable investment and retirement options to choose from. With growing awareness of planning finances, more individuals are now concerned about ...
    Read More
  • Investment-Portfolio
    Investment Management

    How to Build a Complete Investment Portfolio

    By WiserAdvisor Insights
    April 4, 2022
    Financial planning for your future can be challenging as there are so many variables that come into play. Inflation, changing needs, evolving lifestyles and ...
    Read More
  • ETFs
    Investment Management

    How to Invest in ETFs

    By WiserAdvisor Insights
    March 7, 2022
    Diversification can be a great area to focus on when investing. Diversification refers to keeping a basket of investments like stocks, bonds, real estate, ...
    Read More
  • Stock Bond
    Investment Management

    The Best Allocation of Stocks & Bonds by Age

    By WiserAdvisor Insights
    March 4, 2022
    As one grows older, a lot of changes can take place in one’s life – your preferences, hobbies, food habits to your health, profession, ...
    Read More
  • Investing-101-The Basics of Investing
    Investment Management

    Investing 101 – The Basics of Investing

    By WiserAdvisor Insights
    March 1, 2022
    Investing refers to committing your funds in the expectation of earning an income or profit in the future. If you are giving your money ...
    Read More
  • Investment
    Investment Management

    Seven Investing Principles for Investment Success

    By Jonathan Dash
    January 25, 2022
    The world of investing is complicated, especially for new investors. Undoubtedly, investing can cause a genuine fear of loss among new investors. Moreover, even ...
    Read More
  • Investment Management

    Key Trends and Concerns for Investors in 2022

    By WiserAdvisor Insights
    January 3, 2022
    The year 2020 was a dramatic rollercoaster ride for investors. The COVID-19 pandemic was nothing like anyone had seen before, and the immediate impact ...
    Read More
  • Investing-Tips
    Investment Management

    5 Investing Tips for 40 Year Olds

    By WiserAdvisor Insights
    December 27, 2021
    40 year olds are at an interesting place in their lives. The uncertainties of your 20s and 30s are far behind you. 20s are ...
    Read More
  • High-Net-Worth
    Investment Management

    6 Strategies to Protect Ultra-High-Net-Worth Family Wealth

    By WiserAdvisor Insights
    December 14, 2021
    The term ultra-high-net-worth invokes a sense of financial security. Possessing such high amounts of wealth gives most people relief and confidence in leading a ...
    Read More
1 … 3 4 5 6 7 … 10

Don't miss out! Get our Helpful Financial Tips Newsletter

  • Latest Posts

  • Top Insights Driving Financial Planning Strategies in 2025

    Top Insights Driving Financial Planning Strategies in 2025

    By WiserAdvisor Insights
    June 4, 2025
  • Tips to Build Wealth with Patience and Time

    Tips to Build Wealth with Patience and Time

    By WiserAdvisor Insights
    May 29, 2025
  • How to Build a Retirement Plan That Covers Your Healthcare Needs

    How to Build a Retirement Plan That Covers Your Healthcare Needs

    By WiserAdvisor Insights
    May 22, 2025
  • 10 Ways to Diversify Your Investment Portfolio for Retirement

    10 Ways to Diversify Your Investment Portfolio for Retirement

    By WiserAdvisor Insights
    May 13, 2025
  • Popular Posts

  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    October 30, 2023
  • Retirement Calculators

    Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019
  • How Much To Save For Retirement By Age

    How Much To Save For Retirement By Age

    By WiserAdvisor Insights
    December 18, 2023

Categories

  • Business Finance (2)
  • Education Planning (31)
  • Estate Planning (28)
  • Financial Advisor (1)
  • Financial Advisor Guide (53)
  • Financial Planning (137)
  • Investment Management (94)
  • Personal Finance (16)
  • Portfolio Management (1)
  • Retirement (30)
  • Retirement Healthcare (1)
  • Retirement Planning (106)
  • Retirement Plans (1)
  • Uncategorized (2)

The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice.
A professional financial advisor should be consulted prior to making any investment decisions. Each person's financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.

WiserAdvisor is America’s oldest and largest independent network of screened financial advisors. We make it easy and convenient for consumers to find and connect with advisors in their area. We have successfully helped over 100,000+ individuals find their best financial advisor since 1998 with no match fees, no commitments, no obligation, and complete confidentiality. WiserAdvisor has been featured in The Washington Post, The Washington Journal, ABC, CBS, Yahoo and has been seen in numerous other leading financial news and information websites.

FOLLOW US

  • Recent

  • Popular

  • Top Insights Driving Financial Planning Strategies in 2025

    Top Insights Driving Financial Planning Strategies in 2025

    By WiserAdvisor Insights
    June 4, 2025
  • Tips to Build Wealth with Patience and Time

    Tips to Build Wealth with Patience and Time

    By WiserAdvisor Insights
    May 29, 2025
  • How to Build a Retirement Plan That Covers Your Healthcare Needs

    How to Build a Retirement Plan That Covers Your Healthcare Needs

    By WiserAdvisor Insights
    May 22, 2025
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    October 30, 2023
  • Retirement Calculators

    Best Retirement Calculators to plan Retirement

    By WiserAdvisor Insights
    July 26, 2019

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 700
Fairfax, VA, 22033

Business Hours

8:30 AM – 5:00 PM EST (Monday – Friday)

Email Address

wa.assistance@wiseradvisor.com

Phone Number

(703) 651-2060

Fax Number

(703) 259-4487

  • Privacy Policy
  • Terms & Conditions
© Copyright 2025 WiserAdvisor.com. All Rights Reserved.