Monitoring Your Investment Portfolio
Saturday, March 13th, 2010
So you have gotten with a professional investment counselor. They have given you advice on how to go about putting together your investment portfolio to best suit your needs. Now that you have laid out the money, how do you know what your stocks, bonds and other products are doing?
Investing is not a passive, one-time thing. After you go through the process of choosing where and how much to invest, that is only the beginning. Now the process of helping to manage that portfolio begins.
Remember when you were talking to your investment counselor? They probably asked you questions about...
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Tags: Asset Allocation, investing advice, portfolio monitoring
Posted in Basics | 3 Comments »
Diversify Your Portfolio to Manage Risk
Thursday, December 31st, 2009
There's an old adage that says we shouldn't keep all of our eggs in one basket. This can be interpreted in a number of ways. For investors, it is synonymous with diversifying their portfolios.
Beginning investors often put all of their money into one type of investment. They might purchase stock in a company that is doing well, or a low-risk government bond. These investments are usually quite safe, so the investor is unlikely to lose any money. But they also offer a low rate of return, so investors won't get rich from them either.
Those who are looking to get rich...
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Tags: Asset Allocation, diversification, investing advice
Posted in Asset Allocation | 1 Comment »
Important Money Decisions
Tuesday, February 10th, 2009
After historic volatility in 2008 the current investment environment will continue to be strewn with potential challenges. Here are some important things to consider going forward:
1) Review your risk tolerance: Hopefully you have an investment plan, but that doesn’t mean you should let it sit for years without revisiting it. You should review your risk tolerance you’re your financial advisor and be sure your portfolio is allocated properly. Many portfolios have gone out of balance due to the large drop in equity values over the last 18 months.
2) Don’t abandon the investment ship: Market downturns are always filled with panic...
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Tags: Asset Allocation, investing, investing advice, risk tolerance
Posted in Basics | 5 Comments »
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