Posts Tagged ‘investment’

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment. Reviewing a fund’s past performance provides a snapshot, which is a good place to start, but it’s (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…)

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…)