One of the biggest challenges of a smart investment strategy is setting up an asset allocation that properly aligns with your risk tolerance and financial goals. And while that is an important step, ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

When it comes to playing the stock market, everyone knows the goal is to buy low and sell high, but all too often, the opposite happens. Part of the blame falls on investors for not regularly checking ...

Diversification in investing is a mainstay of prudent portfolio management. Portfolio risk can be reduced with proper asset class selection. This isn’t to say that you won’t lose money. The purpose is ...

With the stock market down more than 40% from the start of the year, the idea of portfolio re-balancing has taken on new meaning for many financial advisers and their clients. While some advisers ...

Recently, I have begun to re-balance the Protected Principal Retirement Strategy portfolio for 2014. To be completely transparent about the 2013 portfolio performance, I was disappointed. Year-to-date ...

As IT managers struggle to do more with less, the notion of managing an organization’s IT assets like a financial portfolio — using a Buy, Hold and Sell approach — has caught fire over the past 18 ...

Risk management and a safe glide to retirement sometimes require fighting your instincts. Yes, I said fighting them. That’s what it takes to keep your portfolio diversified. Now that tax season is ...

Holding a mix of stocks and bonds in a portfolio is a little like including vegetables and protein in a meal you can have one or the other, but you may be better off with both. Adding bond investments ...