Blog

Charts with a clipboard on a laptop

A Look At The Buy and Hold Investment Strategy

July 13, 2018
Categories:

When it comes to investment strategies, the buy-and-hold strategy has perhaps been the holy grail. When done properly, buy and hold investing seems to be the most effective strategy for investors. While there are advantages to using this investment strategy, it certainly has its share of flaws. In fact, in…

Read More
hands on laptop

How To Construct An Ideal Risk-Adjusted Portfolio

June 27, 2018
Categories:

Portfolio management is much more than making a bunch of decisions about investments — it is an art. To be more in depth, portfolio management is the art of making the correct, risk-adjusted, investment decisions that fit an investor or advisors specific time horizon. Just like with any art, in…

Read More
hand holding phone and other hand on laptop keyboard

Common Asset Allocation Mistakes Made By Investors

June 5, 2018
Categories:

Asset allocation is the process of spreading or diversifying investments across a range of various asset classes and geographical regions. Asset allocation is essential for a financial investor to become successful and is an effective way to reduce the amount of risk that an investor’s portfolio faces. In the past,…

Read More
charts and a laptop on desk

A Introduction To Exchange Traded Funds

March 7, 2018
Categories:

Exchange Traded Funds, also known as ETFs, have been one of the most brilliant and successful financial developments in recent years. First introduced in the early 1990’s, the demand for ETF’s has grown significantly, as the fund’s features have been attractive to both individual and institutional investors. In fact, in…

Read More
lots of numbers and stocks

Three Portfolio Rebalancing Approaches

February 23, 2018
Categories:

For financial investors, finding the right balance between risk and reward can be a challenge. We have all heard the common proverbs that are used throughout the financial industry — don’t place all of your eggs in one basket, never bet all your money on one roll of the die,…

Read More
calculator close up

Common Types of Algorithmic Trading Strategies

February 23, 2018
Categories:

The term algorithmic trading refers to any trading activity carried out with the help of an automated computer system. It refers to a number of approaches to both trading and investing. While there are various approaches to algorithmic trading, they all share certain traits. One trait they share is that…

Read More
bear and a bull

An Investor’s Ultimate Guide To Bear and Bull Markets

February 21, 2018
Categories:

As many investors know, a stock market trend is very unpredictable. The stock market is constantly fluctuating, swinging back and forth, leaving investors and advisors with either market gains or market losses. With an ever-changing market, it is up to investors to take advantage of a trend. A successful advisor…

Read More
man on laptop looking at charts

An Advisors Guide To Understanding Asset Allocation

February 19, 2018
Categories:

Asset allocation is essential for financial advisors to be successful. Advisors use asset allocation to divide their clients’ money among different asset classes, such as stocks, bonds, and cash alternatives, such as money market accounts. Each asset class has varying risk profiles and potential returns. The purpose of asset allocation…

Read More
chart close up

Investors Guide To Portfolio Diversification

February 14, 2018
Categories:

A common goal that many investors hope to achieve is maximizing investment returns while reducing risk. Although it may sound like an achievable investing goal — almost as achievable as juggling a group of chainsaws that are on fire. However, what many investors do not realize, it is actually an…

Read More
man on tablet looking at charts

Asset Allocation Strategies for Long-Term Investment Returns

February 7, 2018
Categories:

For financial advisors and investors, watching the roller-coaster-ride of the stock market is a sufficient way to make them queasy. While, historically, the stock market has always trended up, many investors will find themselves feeling anxious as they watch the values of their portfolios fluctuate with the market. Unless, however,…

Read More