1. 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

  2. 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

  3. 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

  4. 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

  5. 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 ETFs have increased ex…Read More

  6. 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 kn…Read More

  7. 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 is used, they all come down to the same thing: reducin…Read More

  8. Common Types of Algorithmic Trading Strategies

    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 they can all be reduced to a set of rules.  Another, these approaches are almost always based …Read More

  9. An Investor’s Ultimate Guide To Bear and Bull Markets

    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 or investor will know how to play and ride with the market trend. When it comes to mar…Read More

  10. An Advisors Guide To Understanding Asset Allocation

    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 is to offset any losses in one class with returns and profit…Read More