To Rollover Your 401k to an IRA or Not to Rollover, That is the Question? The Answer Lies in Your Objectives and Your Personal Situation. This Article 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… Read more »
Posts Categorized: Portfolio Management
Investment Risk-A Matter of Great Importance
Are you concerned about your level of risk in your retirement plan, your son’s and daughter’s education fund and your investments and savings in your personal accounts? Have you been uncertain as events like the recent banking crises, the debt limit crises, the direction of interest rates and moves in assets values have fluctuated? Are you… Read more »
Get Back on Track
Get Back on Track: Have you positioned your investments for this part of the ecnonomic cycle? Are you prepared to manage the risk? Will you grow your net worth? Will you create the income you need? This is why we are inviting you to take advantage of our Get Back on Track Coupon. It’s our… Read more »
When Should You Rebalance Your Investment Portfolio?
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 »
The Market-How High is High?
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 »
Investing in Bonds-A Bond Primer
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 Risks and Rewards of Investing in Gold
The Risks and Rewards of Investing in Gold from The Investment Advisor Where Does Gold Fit Into Your Portfolio?
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 »
Investing and Technology
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?
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 »
