Blog
How To Begin Trading With Trading Software
If you have been involved in trading for a while, more likely than not, you have probably heard about trading software. Trading software have the reputation of a way to quickly make money, however, it is also a notorious way to lose a significant amount of money. In fact, many people who begin trading without the proper knowledge or software…
A Look At The Buy and Hold Investment Strategy
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 the past years, this investment strategy has received some major…
How To Construct An Ideal Risk-Adjusted Portfolio
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 order to achieve the best results, portfolio management takes time,…
Common Asset Allocation Mistakes Made By Investors
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, asset allocation was not the main focus for investors. Instead,…
When Should Investors Rebalance Their Portfolios?
For investors that are hoping to achieve long-term investment success, it is essential that they maintain the right mixture of assets in their portfolio. Over time, some investments will go up in value, while others go down. In order to prevent owning too much of some securities and not enough of others, many professional investors are rebalancing their client’s or…
Tips For Spring-Cleaning Investment Portfolios
Now that the winter months are behind us, many people have already kick-started their spring cleaning routine. Many spring cleaning routines involve cleaning out the clutter and rejuvenating the inside of a home. However, for financial investors, in addition to being the perfect time to clean a home, spring is a great time to clean up their investment portfolio. If…
Advisor Tips For Managing (And Fulfilling) Client Expectations
As a financial advisor, there are many difficult aspects of the financial planning industry, and managing client expectations is often one of the most difficult — and usually most frustrating. Although most advisors serve clients who are generally reasonable when they lose value in their investments, there are certainly clients who express their frustration either face-to-face, over the phone, or…
A Introduction To Exchange Traded Funds
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 the past ten years alone, the total net assets of…
Tips for Effective Momentum Investing
There are many different investment strategies out there, and one of the lesser-known strategies is momentum investing. While momentum investing is often denounced as an unreliable and risky way to grow portfolio returns, this investment strategy still has its fair share of returns and rewards. Even though it isn’t the first-preferred investment strategy for investors, it can be beneficial to…
Three Portfolio Rebalancing Approaches
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, don’t count your chickens before they hatch — whatever saying…
