Category: Portfolio Management
Are Portfolio Rebalancing Services Beneficial? Part 1
You may have heard of a highly promoted investment strategy known as rebalancing. While rebalancing investment services provide potential benefits, are they worth the costs?...
Is Your Portfolio Highly Correlated with the Market? – Part 1
The more closely your investment portfolio resembles the stock market, the more likely your portfolio will produce results similar to the market. In finance, this...
Long Term Investment Truths Part 1
We believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed...
Pension Lump-Sum vs. Annuity: Which to Choose?
One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...
The Hidden Cost of Owning Too Many Investments – Part 2
While diversification is a crucial way to spread risk across multiple investments, over-diversification1 occurs when a portfolio owns too many investments. In this instance, there...
The Hidden Cost of Owning Too Many Investments – Part 3
As we reviewed in the two previous posts, diversification is an effective way to reduce risk. If you own too many investments, however, there can...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
The Backdoor Roth IRA
Does your high income stop you from contributing to a Roth IRA? It does not necessarily prohibit you from having one. You may be able...
Do you know the difference between a fee-based advisor and an independent, fee-only advisor?
This is a very important question as how your advisor is compensated may create conflicts of interest, which can lead to significant financial consequences for...
Bundle Up? Not When It Comes To Financial Services
For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been "bundling services" like television,...
About
Connect with us
