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  Current market volatility requires investors to reaffirm goals, reassess investments and rebalance portfolios with the goal of sound, long-term portfolio management. By identifying risk characteristics, return goals and time horizon, investor’s are able to balance their portfolio to properly match asset allocations (cash, bonds, stocks, other) to reach these goals. Continue reading IAM Investing Principles

Warren Buffet has said “Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.” This pretty much sums up the Buy and Hold strategy. It can be defined as perhaps the most straightforward, passive portfolio management strategy… Continue reading 10 Reasons Why Buy And Hold Is Not An Outdated Investment Strategy

As investors build their investment portfolio, it is important to maintain a proper allocation to targeted goals for investment types (cash, fixed income, stocks, etc.), depending on the investor’s tolerance for risk. Investment Account Manager includes some guidelines that may help investors with setting their investment objectives. Continue reading Guidelines For Helping Investors Set Their Investment Objectives

Financial lingo can be a little convoluted, intricate and downright torturous. Often times we think we know what something means, when in reality we have no idea. We here at Investment Account Manager want to clear the air for you and make your experience with our software an easy and enjoyable one. Continue reading Everything You Need To Know About Types Of Investment Risk

Those who deal in mutual funds, much like the clients investing with them, are out to make money. There are a variety of different ways they do this, and one of them is through something called a sales load. Continue reading Mutual Fund Sales Loads

The basic idea behind investing is to grow your assets, of course. However, there are certain factors involved in the entire investment process that can take a chunk out of your expected investment returns. Investment fees are one notorious factor, so we decided that we’d look through some of the basics on expense ratios and Continue reading The Impact of Expense Ratios on Investment Performance

In an increasingly competitive and technical world, a proper post-secondary education of some sort is more important than ever before. It’s also more expensive than ever before, so being able to invest wisely for education is an extraordinarily important thing. Here, we’ll be covering just the basics of investing for college. Continue reading Investing for Education 101

Like many aspects of society, Wall Street has bred its own mythology. Some of these myths about the stock market are quite harmless, but some can have deep financial consequences for those who subscribe to them. One of the biggest myths of the stock market is that what goes down, must go back up (and Continue reading 4 Major Stock Market Myths

“Do it yourself” investing is nothing new. Amateurs have been grinding away and managing their own portfolios for years now. But new tools and services have fueled tremendous growth in the DIY investing area. Studies indicate that anywhere between one and two thirds of investors are investing independently… Continue reading The Expansion of DIY Investing

We’d just like to let all of the IAM portfolio management software users who responded to our customer satisfaction survey know that we really appreciated their feedback and that we’ve put together a page detailing the survey results. The results were overall very positive, and we are extremely pleased with both the turnout and community Continue reading IAM Customer Survey Results