1. The Benefits of Using Automated Trading Systems

    When financial investors and traders look to develop their skills and look to take advantage of more and more investment strategies, it often can be overwhelming and stressful. This is where automated trading systems come in to play. This allows computers to monitor and execute trades on behalf of the trader. Automated trading, also known as robotic trading or algorithmic trading, has become the p…Read More

  2. How Investors Can Prevent Emotional Investing

    When it comes to investing, one of the biggest mistakes that investors make is making investing decisions based on their emotions. When investor emotions come into play, it can cause them to make unwise decisions, such as buying high and selling low — the complete opposite of a successful investment strategy. Similarly, holding onto a particular stock due to emotional ties can hinder the perform…Read More

  3. 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 criticism, being claimed as…Read More

  4. Tips For Building The Ideal Investment Portfolio

    If you have followed our blog or a financial advisor or investor, you already know that an investment portfolio is generally a collection of the assets that are owned by individuals or managed by financial advisors. In order for these portfolios to be successful, diversification is essential in every field and it is important for advisors to keep their client’s investments and assets diversified…Read More

  5. 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, patience, and experience. For fina…Read More

  6. 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, investors and adv…Read More

  7. 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 their personal investment port…Read More

  8. A Beginners Guide to Algorithmic Trading

    The term ‘algorithmic’ has blossomed into a word that seems to be popping up everywhere these days. We see the term used in relation search engines, spreadsheets, and now the financial industry. In stock trading, algorithmic trading — also referred to as algo trading, automated trading, or robo trading is becoming a popular trend in the industry. In this blog, we will be taking a closer look…Read More

  9. 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 it has been sometime since last …Read More

  10. 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, o…Read More