Featured Articles
Who should manage your Portfolio?
One of the most important financial decisions you will make (or have made) is who will manage your investment portfolio. A sum of money or portfolio may have originated from many sources, including the sale of a business, an inheritance, the sale of property, an IRA, or from a 401k distribution after leaving or retiring from a company. [...]
Recommended Portfolio Asset Class Percentage Allocations
Recommended Asset Class Percentage Allocations: 25% – US Equities 25% – Foreign Equities 10% – US Treasury Bonds & US Treasury Inflation-Protected Securities (TIPS) 10% – Investment-Grade Bonds 10% – High-Yield Bonds 10% – Cash (and-or liquid Money Funds) 5% – Real Estate-related Investments 5% – Commodities ____ 100% Remember that the percentage distributions across [...]
Large, Mid & Small Market Cap(italization) Stocks
Intelligent stock investors know the importance of diversifying among many types of companies to enhance portfolio preservation and growth. Company size is one of those characteristics followed by investment analysts and for simplicity is broken down into ’Large Caps’, ‘Mid-Caps’, and ‘Small Caps’. This refers to a company’s Market ‘Cap’, or capitalization, a metric derived from multiplying [...]
Foreign Equities
Investing in Foreign Countries as an asset class is not always a simple or comfortable process for the average US investor (and frankly for sophisticated investors also). Finding and choosing Foreign (non-US) securities and financial vehicles takes learning and investigation but it definitely can be accomplished with a certain degree of effort. That said, it [...]
Mutual Funds versus ETF’s
The largest and traditional Fund type is the ‘actively’ managed Mutual Fund. Nipping at the Mutual Funds’ heel like an ‘ankle biter’ is an up-and-coming phenomenon called ETF’s (Exchange Traded Funds). The Mutual Fund money manager chooses stocks based on their research departments and hope to beat a Benchmark index which is selected based on [...]
