Posts Categorized: Investment Portfolio Management for Less

The Investment Advisor is Proud to Announce Its Association With Quantum Financial Advisors

Posted by & filed under Financial Planning, Investment Portfolio Management for Less, Portfolio Management.

he Investment Advisor is proud to announce its association with the Pittsburgh Office of Quantum Financial Advisors, a registered investment advisory firm. Andre Weisbrod, recognized as a Five Star Wealth Manager in Pittsburgh Magazine and a former 5-star fund manager, leads the Pittsburgh Office of Quantum Financial Advisors. The Investment Advisor is a registered investment… Read more »

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 »

When Should You Rebalance Your Investment Portfolio?

Posted by & filed under Investment Portfolio Management for Less, Portfolio Management.

Rebalancing your investment portfolio is important. However, there may be times when you may not want to. For example, if rebalancing your portfolio could trigger a short-term or long-term capital gain for which you may not have the liquidity to pay, you may not want to rebalance. You must gauge the long-term benefit of rebalancing… Read more »

2018 Global Life Sciences and HealthCare Outlooks

Posted by & filed under HealthCare, Investment Portfolio Management for Less, Portfolio Management.

2018 Global Life Sciences and HealthCare Outlooks. What trends will impact the patient’s journey of care in the year ahead? Cut and Paste the Link Below https://www2.deloitte.com/global/en/pages/life-sciences-and-healthcare/articles/global-life-sciences-health-care-outlooks.html?id=global:2sm:3li:4dcom_share:5awa:6dcom:life_sciences_and_healthcare

Who is The Investment Advisor?

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, HealthCare, Investment Portfolio Management for Less, Retirement Planning, Retirement Plans, Why You Save and Invest.

The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Health Care, Retirement, Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »

To Rollover My 401k to an IRA or Not to Rollover, That is the Question?

Posted by & filed under Financial Planning, Investment Portfolio Management for Less, Portfolio Management, Retirement Planning, Retirement Plans.

The Answer Lies in Your Objectives and Your Personal Situation. This Post Provides a Broad Overview of Some of the Concerns to Help You Make This Important Decision. It is Not Meant as a Substitute for Advice and Counsel Relevant to Your Specific Circumstances. It Also Does Not Represent a Complete Discussion of All the… Read more »

Investment Portfolio Management for Less

Posted by & filed under Investment Portfolio Management for Less.

Investment Portfolio Management for Less (Offer Valid Through April 15, 2016) 1/10th of 1% Includes: Impartial, Third Party, Objective and Personalized Investment Advice. Recommendations for Your Circumstances Non -Discretionary-You Retain Control and Final Decision Making Authority Over the Construction,  Monitoring and Maintenance of Your Investment Portfolio Custody of Your Assets at the Financial Institution of Your Choice Utilize… Read more »