Posts By: The Investment Advisor

The Market-How High is High?

Posted by & filed under Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Portfolio Management, The Economy.

The Market-How High is High? Remember the Crash of 1987, the S&L and Commercial Real Estate Crises of the Early 90’s, the Bursting of the Internet Bubble in March of 2000, 9/11, the Closing of the Markets for Two Weeks, the Ensuing 2001-2003 Recession, the 2008 Financial Crises. Has a Pro Business President Who Says… Read more »

Building a New Foundation-The Fiduciary Rule

Posted by & filed under Legislation and Regulation Affecting Investments.

It started with Dodd-Frank. The legislative response to the Financial Crises. The battle cry of never again has touched every corner of the financial and investment industry. Banks, mortgages, credit cards, investments, retirement plans and loans have all been reregulated. Banks are now required to keep higher capital requirements as a result of the expanded… Read more »

Investing in Bonds-A Bond Primer

Posted by & filed under Portfolio Management.

Investing in Bonds 101 from The Investment Advisor Bonds Are an Integral Part of Our Economy and Your Investment Portfolio. Bonds Help Set Interest Rates and Rates on Mortgages, Credit Cards and Loans. When Used Properly Bonds Can be an Important Asset Class in Your Investment Portfolio. Bonds Have Also Been at the Center of… Read more »

Portfolio Management

Posted by & filed under Portfolio Management.

The Investment Advisor Believes it is More Important Than Ever to Have an Investment Philosophy, Strategy and Tactics in Place. With the Government Shut Down and Possibility of a Default on the Debt Cap Can You Afford Not too? As a Guide to Getting Started Review The Investment Advisor’s Views About Portfolio Management at https://www.theinvestmentadvisor.net/portfolio-management.html… Read more »

Pennsylvania Economy

Posted by & filed under On the Pennsylvania Economy.

The Pennsylvania Chamber of Business and Industry has Released Their 2013 Pennsylvania Annual Economic Survey. You Can Review the Results of the Survey at www.pachamber.org/advocacy/studies_reports/pdf/PA%20ChamberEconomicSurvey-Aug2013.pdf The Investment Advisor-Helping Individuals, Families, Business and Non-Profit Organizations in Pennsylvania

5 Tips For Managing Your Company or Non-Profit Retirement Plan

Posted by & filed under Retirement Plans.

Your Organization’s Retirement Plan. When was the Last Time You Reviewed it? Creating and Maintaining Your Retirement Plan Produces a Great Employee Benefit Which Helps You Attract and Retain Talent to Help You Grow Your Company or Non-Profit Organization. Over the Last Few Years the Department of Labor (DOL) and the Employee Benefits Security Administration… Read more »

Investing and Technology

Posted by & filed under Portfolio Management.

Focus on the Numbers: Like any Good Business Person You Use Numbers to Measure the Financial Health of Your Business and Your Household. The Federal Government Also Uses Numbers to Measure the Growth and Health of the Economy. Several Months Ago the Federal Government Announced an Initiative to Make the Information Resources of the Federal Government… Read more »

Has the Market Cycle Turned?

Posted by & filed under Portfolio Management.

This Hypothesis is One of Many Espoused in the Investment Industry and is Presented for Your Consideration. The Release of the Case-Schiller Home Index Showed a 10.9% Increase. This was Followed by a Year Over Year Increase in the Price of Homes. The Median Price of a Home Now Stands at $271,600. However, the Real… Read more »

Pennsylvania – 7th in U.S. Technology Employment

Posted by & filed under On the Pennsylvania Economy.

Pennsylvania is 7th in the Nation in Technology Employment. Tech America Foundation  has Completed Their Study of the United States Technology Industry. Tech America’s Cyber States Study Looks at Technology Employment, Wages and Important Metrics in the United States as a Whole and in all 50 States Individually. Important Results of the Study Include:  The… Read more »