Archive for the ‘Portfolio Construction’ Category

A How-To Guide for Rebalancing

A How-To Guide for Rebalancing

Don’t Let Your Portfolio Get Lopsided Have you checked on your portfolio lately? According to a recent survey, 1 in 4 investors said they hardly ever look at their portfolios. And when it comes to rebalancing — a proven strategy to help investors stay on track — only 40 percent (more…)

A Closer Look at Exchange-Traded Funds

The popularity of exchange-traded funds (ETFs) has mushroomed in recent years. From year-end 2005 through year-end 2014, ETFs issued $1.4 trillion in net new shares.* An estimated 5.2 million U.S. households held ETFs in mid-2014. Like a mutual fund, an exchange-traded fund is a basket of securities. Most ETFs are (more…)

Election Year Investment Jitters?

If you’re feeling a little uneasy about what’s going to happen to your investment portfolio when a new president is elected, you’re not alone. Every four years during election season, people’s heads start spinning with all sorts of stock market warnings and predictions based on who will win the White (more…)

4 Tips for Surviving Market Volatility

Stock market downturns happen. The good news is they are usually followed by a recovery — but that knowledge probably won’t help you sleep any better at night. Stock market ups and downs can be a bumpy ride for even the most seasoned and strong-stomached investors, but it’s possible to (more…)

A Closer Look at Market Capitalization

There are many ways to slice and dice your investment portfolio. You might look at the mix of asset classes (stocks, bonds, cash equivalents); investment styles (growth, value, blend); market sectors (energy, technology, health care, etc.); or market capitalization (small-cap, mid-cap, large-cap). Having a healthy balance of investments — no (more…)

First, Do No Harm

One of the guiding principles we advocate in the management of our clients’ investments is “preservation of capital”. This concept is often mistakenly associated with a fear of any and all risk. In fact it is an objective that can be incorporated into even the most aggressive of stock strategies. (more…)

Checks & Balances in Asset Management

In the world of institutional investing where boards are held accountable for the management of pension and foundation assets, it has become standard (although not universal) practice to separate the functions of investment advice, investment management and custodial services. The purpose of this separation is to ensure the objectivity of the advice given (more…)