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  Mutual funds are professionally managed investment groups that pool together money from individual investors. This money is used to purchase stocks, bonds and other tradable financial assets that can generate capital gains and income for the fund participants. Each collection of securities is called an investment portfolio. Continue reading The Difference Between Open and Close-Ended Mutual Funds

  Since the practice of successful portfolio management never stops, requiring consistent attention, investment software will improve that process. Since 1985 QUANT IX SOFTWARE has developed desktop-based secure software to help investors do a better job managing their investment portfolios… Continue reading Managing an Investment Portfolio – Investment Account Manager

    With the calendar having just passed the midway point of 2018, 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 Rebalancing Tips for Effective Portfolio Management

Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com There are two engines of growth in an investment portfolio:  (1) the contributions made by the investor, and (2) the rate of return generated by the portfolio itself.  The question is this:  which has the greater impact?  The answer is based on your age… Continue reading Savings Rate vs. Portfolio Return

When investors construct their portfolio, it is vital they also develop a suitable rebalancing strategy.  Rebalancing refers to adjusting the current allocations of the investments in a portfolio. Continue reading Portfolio Rebalancing

As an investor, it’s important to understand the relations between risk and returns. Some investments come with a quick return ‘promise’ while other investments may lead to a larger risk. Make sure you are aware of how to evaluate your risk appetite. Continue reading The Role of Portfolio Management on Investment Performance Results

When you’re young, it’s easy to fall into the trap of thinking there’s no rush to save for retirement. But before you know it, you may find yourself in your 50s or 60s, and nowhere near your retirement savings goal. Even those who started saving early on may have concerns about saving enough for their retirement Continue reading 5 Things to Do In Your 50s and 60s to Boost Retirement Savings

With December upon us, and 2017 nearly at end, investors might find this an ideal time to review their portfolio holdings and make necessary rebalancing changes for long term goals.  This article will review the importance of rebalancing and how to accomplish this crucial portfolio management task. Continue reading Portfolio Rebalancing: December Offers a Perfect Time for This Important Portfolio Management Task

The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation, rather than to maximize returns. Continue reading Best Practices for Portfolio Rebalancing

The world of online portfolio management has seen a lot of turbulence lately. From the Equifax breach to Google Finance’s recent announcement that it will no longer house your portfolio, many investors have been left scrambling to find better ways to protect and manage their financial information. Continue reading Come Down from the Cloud with IAM