Archive by Author

Feb, 3 2012

2012 Presidential Election Year: Friend or Foe for your Portfolio?

2012 Presidential Election Year: Friend or Foe for your Portfolio?

With the upcoming presidential election this year, investors are asking: Do election politics play a role in whether stocks rise or fall?

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Jan, 31 2012

Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth

Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth

An obsession with short-term performance leads to bad investment decisions. Stepping back from the current market can help you make smarter long-term decisions.

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Jan, 30 2012

The Month in Review – January 2012

The Month in Review – January 2012

The best take-away from this month’s results is that there are eleven more months in the year, and anything can happen between now and then.

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Jan, 27 2012

Understanding Correlation and Covariance.  And What it Means for Your Portfolio.

Understanding Correlation and Covariance. And What it Means for Your Portfolio.

Correlation & covariance are valuable measures for ensuring that a fund is in line with the asset class exposure you are seeking for your portfolio.

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Jan, 25 2012

How to Create an Investment Plan that Will Lead to Financial Success

How to Create an Investment Plan that Will Lead to Financial Success

Setting out a clear, concise, and descriptive investment plan for your financial aspirations can lead to increased success in investing over the long term.

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Jan, 17 2012

Jem5: The Best US Large Cap Growth Stocks

Jem5: The Best US Large Cap Growth Stocks

Growth funds are a perennial favorite this time of year for investors looking for new investment ideas to boost portfolio returns.

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Jan, 9 2012

Who are the “Consensus Economists” and What Can They Tell You?

Who are the “Consensus Economists” and What Can They Tell You?

A valuable resource for some of the most critical headline economic benchmarks, “consensus economists” include a cross section of industry thought leaders.

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Jan, 4 2012

How to Profit from Systematic Human Errors in Investing

How to Profit from Systematic Human Errors in Investing

Behavioral mistakes are systematic & thus provide potentially predictable opportunities. Learn about these errors & the role they plan in investment decisions.

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Jan, 2 2012

Will the Roller Coaster Ride of 2011 Continue in 2012?

Will the Roller Coaster Ride of 2011 Continue in 2012?

2012 might not necessarily be the roller coaster ride that was 2011. There’s plenty of time for any variety of surprises & changes in directional trends.

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Dec, 19 2011

3 Year End Questions Investors Should Ask Themselves about Their Goals

3 Year End Questions Investors Should Ask Themselves about Their Goals

Life changes and goals change. Now is the time to take stock of what happened over the course of the year and how that affects your long-term objectives.

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