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Special Report on

Investment Portfolio Articles

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Wealth Strategies Journal 2.0 (Beta): In-depth articles on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high-net-worth families and family offices, insurance, investments, marketing, multi-generational values, philanthropy and retirement benefits.   We insure our life, health, our houses, our cars, teeth, eyes, our jewelry, our art, our voices, our pets ....... why not our stocks and bonds?   If there were to be anything mystical in finance then it certainly would be in the realm of derivatives. For even many hardened financial professionals the very word ...
Investment Options For the Recession-Weary | Investing Articles
The media have been relentless in their discussion of the current state of the economy. Many Americans have been paying very close attention to economic news headlines, and they’ve been fretting about their declining investment portfolios. This painful recession has prompted many to take steps that are tantamount to putting their hard-earned money in a coffee can and burying it in their backyard. Obviously, mattress-stuffing is a safe way to go, but that lazy cash will definitely lose value over time, its value eroded away by inflation. This economy has everyone worried about their investments, but there’s no need to ... market research, surveys and trends
Etfs As A Tool For Asset Allocation | Worldprofit Articles
time period, prudent allocation decisions are most likely the most important component for sustained success.  With this post we continue the recent focus on the role of Exchange Traded Funds (ETFs) and suggest how in the course of conducting effective ETF research you can put together an intelligent allocation strategy based on individual ETF exposures. As a model for asset allocation we use the example of a Core/Periphery strategy.  The basic thinking behind Core/Periphery is simply this: a large segment of your portfolio should reflect fairly stable, seldom-changing exposures to diversified traditional equities and fixed ... market research, surveys and trends


Pension insurer shifted to stocks - The Boston Globe
WASHINGTON - Just months before the start of last year's stock market collapse, the federal agency that insures the retirement funds of 44 million Americans departed from its conservative investment strategy and decided to put much of its $64 billion insurance fund into stocks. Switching from a heavy reliance on bonds, the Pension Benefit Guaranty Corporation decided to pour billions of dollars into speculative investments such as stocks in emerging foreign markets, real estate, and private equity funds. The agency refused to say how much of the new investment strategy has been implemented or how the fund has fared during ... industry trends, business articles and survey research
Fixed-Income Index Trends And Portfolio Uses - JOI Articles ...
Fixed-income indexes have always been considered a different index breed because of their complexity and the distinct challenges of managing against them, especially compared with their equity index counterparts. The fixed-income investment universe is much larger and includes securities issued by government, public sector and private sector entities. Index turnover is higher, as outstanding debt matures and new debt is issued continually to meet a particular issuer’s financing needs. Instruments are generally traded over the counter rather than on an exchange, making it imperative for index providers to be directly tied to the ... industry trends, business articles and survey research
Dividend Reinvestment Plans: The Case for DRIPs
Is it worth enrolling your shares in a Dividend Reinvestment Plan (DRIP)? Experts in the marketplace appear to strongly endorse these plans. After various banking, sovereign, and other financial crises, the widespread endorsement may cause one to worry. Many websites are dedicated to the topic, or have articles and blogs which propose that the average investor will benefit from DRIPs. I have found it difficult to find a well-researched article which challenges this “universal truth". Therefore, let us explore how DRIPs may, or may not work, for the investor. What is a Dividend Reinvestment Plan (DRIP)? ... market trends, news research and surveys resources
Natixis Global Associates Launches Natixis ASG Managed Futures Strategy Fund
BOSTON, Aug 09, 2010 (BUSINESS WIRE) -- Reinforcing its position as a leader in niche investment solutions, Natixis Global Associates (NGA) announced today the launch of a managed futures mutual fund to be managed by AlphaSimplex Group (ASG): Natixis ASG Managed Futures Strategy Fund (AMFAX). The fund pursues its absolute return objective using multiple trend-following models across a broadly diversified portfolio of asset classes and markets. ASG seeks to limit risk by managing to a strict annualized volatility target and by employing dynamic drawdown controls. The new ... market trends, news research and surveys resources


Decision Rules and Portfolio management for Retirees - FPA Journal ...
"How much income can I safely take from my investment portfolio? ..... withdrawal rate to provide 30 years of income (the criteria in the Bengen articles) ... technology research, surveys study and trend statistics
IRC 401(k) Plans - Operating a 401(k) Plan
Once you have established a 401(k) plan, you assume certain responsibilities in operating the plan. If you hired someone to help in setting up your plan, that arrangement also may have included help in operating the plan. If not, another important decision will be whether to manage the plan yourself or to hire a professional or financial institution - such as a bank, mutual fund provider, or insurance company - to take care of some or most aspects of operating the plan. Elements of a plan that need to be handled include: Participation Typically, a plan includes a mix of rank-and-file employees and owner/managers. However, some ... technology research, surveys study and trend statistics
Investment Strategies and Portfolio Management Program – Executive ...
In volatile and complex markets, it is increasingly challenging to design an optimal investment portfolio for your organization, your clients, or yourself. You are presented with diverse opportunities in emerging markets, real estate, hedge funds, derivatives, and other alternative investments. As the choices increase, shaping, managing, and monitoring investment portfolios become more complicated. Which investments will generate the highest returns without exposing you to excessive risk? Wharton’s Investment Strategies and Portfolio Management program — designed to meet the needs of finance professionals and others ...
  1. profile image ilr_tech MIAMI--(BUSINESS WIRE)--Mentez, the largest social gaming publisher in Latin America, today announced it received ...
  2. profile image re_investor_411 How To Grow Your Real Estate Investment Portfolio: Property investing is tricky if you don't understand the market...
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Beginner Investing: Starting an investment portfolio, money market ...
As a beginner investor with not that much money to invest, I have been bombarded from all sides by different investment strategies and "get rich quick schemes."  What is the best way to start an investment portfolio to build solid wealth for the future?  Are stocks better than bonds, or should I start with guaranteed interest before moving on to riskier investments such as stocks?  Minimizing risk is not an issue; I am willing to make a slightly riskier investment if it means chance of higher return later. Thank you in advance, your time is greatly appreciated ~Alex   Answer Alex,   Thank ...
How do I start building an investment portfolio? - Yahoo! Answers
I'm brand new to investing and I've been reading some of the articles on Investopedia, but I could use a little more guidance. What is the best way to begin putting together an investment portfolio? Should I just start buying stocks or should I immediately think about diversification and mix it up a bit? Any help would be greatly appreciated, and I'd be really happy if you could link to some further reading. Thanks! Member since: October 08, 2008 Total points: 37042 (Level 7) If you're a rookie in investing or stocks, go to Open up a portfolio without using real money. ...