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  Two of the most important decisions an investor must make when constructing portfolios are 1) allocation of the portfolio assets between stocks, bonds, cash and other investments and 2) diversification of securities within those asset classes. Continue reading Portfolio Allocation, Diversification and Rebalancing

  For many investors, an investment record keeping system consists of shoe boxes in a closet, unopened envelopes in a kitchen drawer, or other similar disorganized collection of investment statements. For such investors, these investment record keeping systems provide little, if any, educational benefit for managing your portfolio.   Continue reading Organizing Investment Records For Successful Investing

  If you want to take advantage of the compounding effect of income producing investments, then a solid dividend reinvestment plan (DRIP) may be suitable for your needs.   Continue reading Dividend Reinvesting and Compounding Growth

  Make 2022 the year you learn to understand and manage your risk tolerance.   The beginning of a new year is an ideal time to evaluate your investment portfolio. Make time these first few weeks of 2022 to first review your long-term goals. This can be anything from finally tackling debt or building your Continue reading Learn to Understand and Manage your Risk Tolerance

  As 2021 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes.   Continue reading 5 Steps for Year End Portfolio Rebalancing

  This article outlines the concept of relating leaky pipes to chronic under-performing stocks in your investment portfolio. Leaky pipes do their damage over time, in that a small leak may not appear to be a big problem. However, the damage caused might remain undetected for years. These slow, long-term leaks can result in much Continue reading Managing the Leaky Pipes in your Investment Portfolio

  You’ve probably been told before to prepare for the unexpected, and that’s good advice. And being prepared for the unexpected includes your finances as well. In the event of a job loss, medical expense, or other form of unexpected financial damage, it’s important to have an emergency fund. Ask yourself what’s the worst thing Continue reading Being Financially Prepared for the Unexpected

  With the NFL 2021 season nearly underway,  we here at Investment Account Manager thought to offer an approach for managing your investment portfolio, much like the general manager of an NFL team manages their team roster. Considering the holdings in your investment portfolio as your ‘roster’ may help you to identify the role of Continue reading Managing Your Portfolio Like An NFL Team Roster

  Investing for the “long-run” is a very compelling mantra—at least for those who have a long-run ahead of them. For the investor who is currently 105 years old this article may be somewhat less useful.  If you’re younger than 80 years old—I think it will apply.  The question is simply this:  just how long Continue reading The Long-Run:  Of Oak Trees and Crockpots

  With the calendar having just passed the midway point of 2021, now might be an ideal time to review your portfolio. And identify if any rebalancing changes may be necessary to stay consistent with your long-term goals. Continue reading Mid-Year Portfolio Rebalancing