WiserAdvisor – Blog

Main Menu

  • Home
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • More
    • Personal Finance
    • Portfolio Management
    • Financial Trends/Government

logo

Header Banner

WiserAdvisor – Blog

  • Home
  • Financial Advisor Guide
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • More
    • Personal Finance
    • Portfolio Management
    • Financial Trends/Government

Tag: Portfolio Management

Home›Posts Tagged "Portfolio Management"
  • Investment
    Portfolio Management
    By WiserAdvisor Insights
    January 4, 2021
    496
    0

    How to Improve Your Investment Portfolio in 2021

    2020 has been a turbulent year. The coronavirus pandemic has caused both a health and an economic crisis across the world, including the U.S. The economic impact of the novel coronavirus is unprecedented in its scale and the entire financial world is recovering from the shock. Many stocks have plummeted in value, investment portfolios have ...
    Read More
  • Treasury Bonds in your Portfolio
    Portfolio Management
    By WiserAdvisor Insights
    December 10, 2020
    150
    0

    The Importance of Including Treasury Bonds in your Portfolio

    Bonds usually are not the first choice for investors when it comes to seeking higher returns on their funds. However, the role of bonds in the overall asset allocation cannot be undermined. Even though people saving for their retirement tend to rely on stocks, mutual funds, and cash instruments, in most cases bonds or more ...
    Read More
  • 6 Questions on Sustainable Investing That You Need to Ask Your Financial Advisor
    Portfolio Management
    By WiserAdvisor Insights
    November 1, 2020
    1562
    0

    6 Questions on Sustainable Investing That You Need to Ask Your Financial Advisor

    In the last few years, many investors have faced moral dilemmas about their investments. Directly or indirectly contributing to a company’s growth that may be responsible for the destruction of natural resources or promoting unethical work practices, has led to a shift to sustainable investing. Also known as Environmental Social and Governance investing (ESG), sustainable ...
    Read More
  • Stock Market Investments
    Portfolio Management
    By WiserAdvisor Insights
    October 15, 2020
    309
    0

    Important Tips to Follow When Diversifying Your Stock Market Investments

    Diversification is an immensely important aspect of efficient portfolio management. By diversifying your investments, not only can you reduce the risk quotient on your portfolio but you can also safeguard yourself from the volatile nature of domestic and international markets. Regardless of the investment instrument you choose, there is always a certain degree of risk ...
    Read More
  • Re-examining Bonds in Today's Low Interest Rate Environment
    Portfolio Management
    By WiserAdvisor Insights
    September 24, 2020
    1126
    0

    Re-examining Bonds in Today’s Low Interest Rate Environment

    Experts time and again advise investors to keep a well-balanced and diversified portfolio. This includes a combination of stocks, bonds, real estate, cash and cash equivalents, etc. A mix of investment instruments reduces the overall risk from your portfolio. This happens because while bonds, even with their low interest rate offer guaranteed returns over volatile ...
    Read More
  • Exchange-Traded Fund (ETF)
    Portfolio Management
    By WiserAdvisor Insights
    September 11, 2020
    250
    0

    What is an Exchange-Traded Fund (ETF)? – Beginner’s Guide

    The stock market can be both intimidating and attractive to people at the same time. It can offer significant returns on investments and sometimes lead to losses too. Markets are unpredictable, and there is always a risk. But there are also several ways to counter the uncertainties. With the right investment choices and strategies, it ...
    Read More
  • 8 Reasons to Avoid the Urge to Abandon Stocks During an Economic Downturn
    Portfolio Management
    By WiserAdvisor Insights
    September 2, 2020
    381
    0

    8 Reasons to Avoid the Urge to Abandon Stocks During an Economic Downturn

    Slowed down economic activity, rising unemployment, falling share price, decreasing house values, low consumer confidence, and dropping investments, can make an investor nervous and jittery. This essentially happens because an economic downturn can severely affect their financial stability. To overcome this sliding phase, investors often abandon their risky assets and stocks to minimize losses. While ...
    Read More
  • Impact of COVID-19 on your investment portfolio
    Portfolio Management
    By WiserAdvisor Insights
    August 7, 2020
    1104
    0

    Impact of COVID-19 on your investment portfolio

    The Coronavirus pandemic has moved people across the world towards making changes to their social and personal lifestyles. In addition to this, their investment portfolios have been affected too and may require adjustments amid the crisis in order to maintain balance and profitability. The primary purpose of these alterations is to secure the investments amid ...
    Read More
  • Bond Funds
    Portfolio Management
    By WiserAdvisor Insights
    June 3, 2020
    391
    0

    Are Individual Bonds Safer than Bond Funds?

    Individual bonds and bond funds are two fundamentally different instruments that work well in different market situations. Bonds are secure investments that generally come with a fixed return and in most cases, with a predetermined maturity amount. Bond funds or bond mutual funds, on the other hand, are mutual funds that invest exclusively in such ...
    Read More
  • Market-Timings
    Portfolio Management
    By WiserAdvisor Insights
    April 8, 2020
    588
    0

    The Advantages and Disadvantages of Market Timings

    Investors in the stock market can benefit from formulating investment strategies based on the security analysis of market dynamics, corporate factors, and economic as well as political movements. This investment strategy of taking trading decisions based on analytical techniques is called market timing. Individuals typically decide to sell or buy stocks, or switch between asset ...
    Read More
1 2 3 4
  • 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
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019
  • financial planning DIY-Checklist

    How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist

    By WiserAdvisor Insights
    June 10, 2019
  • IRAs-Work-401

    How IRAs work? 401k vs IRA

    By WiserAdvisor Insights
    July 4, 2019
  • Retirement-Planning

    Retirement Planning checklist

    By WiserAdvisor Insights
    July 8, 2019
  • Financial-Advisor

    Why and When do you need a Financial Advisor?

    By WiserAdvisor Insights
    July 8, 2019
  • Financial-Professional

    How to prepare for a meeting with your Financial Advisor

    By WiserAdvisor Insights
    July 8, 2019
  • monitor your financial advisor

    How to monitor the activities of your Financial Advisor?

    By WiserAdvisor Insights
    July 16, 2019

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

Categories

  • Business Finance (2)
  • Education Planning (23)
  • Estate Planning (16)
  • Financial Advisor Guide (14)
  • Financial Planning (91)
  • Financial Trends/Government (2)
  • Personal Finance (8)
  • Portfolio Management (35)
  • Retirement Healthcare (1)
  • Retirement Planning (65)

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

  • Education Tax Credit

    6 Important Pointers to Know About Education Tax Credits

    By WiserAdvisor Insights
    January 20, 2021
  • Covid-19-Vaccine

    8 Important Facts A Retiree Should Know About the Covid-19 Vaccine

    By WiserAdvisor Insights
    January 15, 2021
  • Financial-Goals

    How a Financial Advisor Can Help You Define Your Financial Goals

    By William Hayslett
    January 14, 2021
  • The benefits of working with a financial advisor - WA

    The benefits of working with a Financial Advisor

    By WiserAdvisor Insights
    July 16, 2019
  • retirement-accounts

    Choosing the Best Retirement Accounts

    By WiserAdvisor Insights
    July 8, 2019
  • financial planning DIY-Checklist

    How to Prepare an Annual Financial Plan – Financial Planning DIY Checklist

    By WiserAdvisor Insights
    June 10, 2019

Contact Us

Corporate Headquarters

12150 Monument Drive, Suite 400
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 2019 WiserAdvisor.com. All Rights Reserved.

Add WiserAdvisor - Blog to your Homescreen!

Add