Posts Categorized: Portfolio Management

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 »

Get Back on Track Coupon

Posted by & filed under Asset Protection, Education Planning, Estate Planning, Financial Planning, Get Back on Track, HealthCare, Portfolio Management, Retirement Planning, Retirement Plans.

Get Back on Track: Economic forecasts are calling for falling GDP, rising interest rates and inflation. Forecasts say GDP will hit 3.1% for 2018 and fall to 1.7% by 2022. The yield curve has inverted with short term interest rates rising above long term interest rates as the Federal Reserve continues to raise rates. Signalling… Read more »

2018 was a pretty dramatic year for most people.

Posted by & filed under Asset Protection, Biotechnology, Estate Planning, Financial Planning, HealthCare, Legislation and Regulation Affecting Investments, Library, Portfolio Management, Retirement Planning, Retirement Plans, Retirement Plans, Tax Advisory, The Economy, Why You Save and Invest.

2018 was a pretty dramatic year for most people. The markets soared to new heights and became extremely volatile. Bitcoin crashed. The Fed increased interest rates, the principal value of bonds fell, yields rose and inflation ticked up past the 2% mark the Fed had declared its target. The value of assets, the ability to… 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

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 »

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 »

The Investment Survival Guide

Posted by & filed under Portfolio Management.

Uncertainty. It’s a Sign of the Times We Live in. If Your Concerned about the Value of Your Savings and Investments in Your Retirement Plan, the Value of the Your Children’s College Education Savings and Investment Accounts, the Value of Your Trust, the Safety of the Income You Receive from Your Dividend and Interest Payments… Read more »