Investing

Does Your Portfolio Fit You?

Many people our advisors meet with discover their portfolios are not in alignment with their perceptions about risk.

Strategic Asset Allocation

The underlying principle in asset allocation is the documented observation that different categories of investments have varying rates of return and levels of price volatility over time. By diversifying your investments over several asset classes, you may reduce risk and volatility while achieving strong returns.

Tactical asset allocation

Tactical asset allocation is a more dynamic, forward-looking form of asset allocation that seeks to adjust asset allocations to expose investors to capital building and to capital preservation opportunities based on macroeconomic and leading indicators for various markets, sectors and asset classes. The effects of globalization, market volatility and rapid economic changes over recent years have created renewed interest in this form of asset allocation.

Core Satellite Allocation

To take advantage of short-term tactical opportunities while not disrupting your long-term strategic allocation, you can structure your investment holdings into a “core” portfolio and a “satellite” portfolio. Here’s a brief overview of what these portfolios might look like:

Investing Blog

Core Satellite Allocation

You may find that a particular investment philosophy can work well over time — and yet, during periods of market turmoil, you might be able to take advantage of opportunities by following an approach that complements — but doesn’t replace — your tried-and-true strategy.

Tactical Asset Allocation

Tactical asset allocation anticipates market forces — now and for the future

Tactical asset allocation is a more dynamic, forward-looking form of asset allocation that seeks to adjust asset allocations to expose investors to capital building and to capital preservation opportunities based on macroeconomic and leading indicators for various markets, sectors and asset classes. The effects of globalization, market volatility and rapid economic changes over recent years have created renewed interest in this form of asset allocation.

Strategic Asset Allocation

Asset allocation is an approach in which you invest in different asset categories — mainly cash, fixed income, and equities. By diversifying your money across and within these asset classes, you can help minimize risk and potentially improve your overall returns.

How you allocate your assets hinges on several factors, including your financial objectives, attitudes toward risk and investing, desired return, age, income and tax bracket, time horizon and even your belief in what the market will do in the near term and long term. Whether you’re investing for retirement, a child’s college education, or for other goals, asset allocation is a smart investing strategy.

Principles Of Successful Investing

Investors today are faced with ever-changing market conditions, an often overwhelming amount of information from the media and an increasing number of investment choices. It’s not surprising that the world of investing can seem complex.

Spring 2018 Global Investment Outlook

Investing News

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Invest In Reality  Forbes

All good investors know never to let a good crisis go to waste. But to respond successfully, first you must acknowledge the crisis in the first place.

7 Investments to Make With Your Tax Refund | Buy and Hold Strategy  U.S. News & World Report

Investing your tax refund will yield greater returns over a long time period.

Investment Strategy Statement - Faithful Steward Investing  Seeking Alpha

I invest to create perpetual income predominantly via closed-end funds with the goal of zero draw-down in retirement. I believe CEFs make poor trading vehicles.

Investing Strategies and Insights: The Trend Is Your Friend  See It Market

Last week we ventured away from our normal market / economics topics and discussed the value of investing advice with a few of the various forms it takes.

Investment Strategy Statement - Eight Diamonds Advisors  Seeking Alpha

Main focus is on global value and dividend equity investments. Sub-focus includes special and event-driven situations. Long term annualized return objective is.

12 Places Where Value Investors Can Find Bargains | Buy and Hold Strategy  U.S. News & World Report

Last year's stock market break put a number of expensive stocks on sale. Value investors say the fourth quarter opened some opportunities to buy companies ...

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