- What Are Different Investing Strategies?
An investment strategy is a defined approach to investing that shapes the choices an investor makes for his or her portfolio. Different investment strategies assume specific tactics based on fundamental beliefs. For instance, value investing seeks stocks that are undervalued and… read more…
- What Is Asset Allocation?
Asset allocation is the mix of investments you choose for your investment portfolio. Picking the right mix is key to maximizing returns and minimizing risk as you invest. If you don’t get the mix right, you could miss out on… read more…
- How to Diversify Your Investment Portfolio
When creating an investment plan, understanding how to diversify your portfolio is one of the most important aspects. Diversification essentially means spreading your assets among a variety of investments. Doing this helps to mitigate risk and provides the potential to improve returns. A financial advisor can help you optimize an investment strategy for your financial… read more…
- Top 6 Tips for Recession-Proofing Your Portfolio
Economic recessions are never pleasant. But they’re an unfortunate reality that investors have to deal with from time to time. While it’s impossible to predict when a recession will hit, there are often clues that warn of a potential economic… read more…
- 5 Tips for Adding Art Investments to Your Portfolio
If you’re only investing in a mixture of stocks, mutual funds or bonds, there are plenty of ways to add diversity to your portfolio. Fine art can be a lucrative investment but it takes a certain amount of knowledge and… read more…
- 5 Factors to Consider When Rebalancing Your Portfolio
Maximizing returns is a key goal for any investor, but maintaining a well-balanced portfolio is just as important for managing risk and ensuring long-term success. Over time, market fluctuations can shift your asset allocation, potentially exposing you to more risk than you intended. That’s why periodic rebalancing is essential. Before making any adjustments, however, it’s… read more…
- Are ETFs a Good Fit for Your 401(k)?
Thanks to their lower costs, exchange-traded funds (ETFs) are becoming a popular choice among investors. These funds, which track specific stock indexes or market sectors, look like any other mutual fund, but they trade like a stock. While there are… read more…
- 5 Investing Rules the 1% Swear By
Building wealth over time isn’t something that’s exclusive to the super-rich. Even if you can’t afford a luxurious lifestyle, it’s still possible to accumulate some decent assets if you’re smart about what you do with your money. Taking a page out of the investing playbooks of the 1% is a step in the right direction… read more…
- How Should Inflation Affect My Investment Strategy?
The inflation rate in the United States has been very low for a very long time. In both 2013 and 2014 inflation was less than 2%, the Federal Reserve’s target rate to maintain price stability. To find the last time… read more…
- All About Municipal Bonds
Municipal bonds are debt securities issued by local governments and public agencies to fund essential projects such as infrastructure improvements, school construction, and public utilities. When investors purchase these bonds, they are effectively lending money to the issuing government in exchange for regular interest payments and the return of the principal amount at maturity. While… read more…