A New Periodic Table of Performance
// Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com Summer 2017 The well-known Callan chart (Periodic Table of Investment Returns by Callan Associates) visually depicts the year-to-year performance of various asset classes and has been an incredibly value contribution to the literature of finance. Continue reading A New Periodic Table of Performance
Posted on August 25, 2017
Unified Investment Account Management
Unified investment account management is extraordinarily important in order to achieve investment success. Continue reading Unified Investment Account Management
Posted on July 28, 2017
What is Investment Account Manager?
Posted on July 27, 2017
Three Essential Points for All Investors
Posted on June 30, 2017
Leaky Pipes & Under-Performing Stocks
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks
Posted on June 8, 2017
Building a Better Balanced Portfolio
Craig L. Israelsen, Ph.D. www.7TwelvePortfolio.com April 2017 It’s time for a better “balanced” portfolio. Way back when, there were two dominant investment categories (or asset classes), namely US stock and US bonds. Continue reading Building a Better Balanced Portfolio
Posted on April 1, 2017
Millennials and Financial Literacy
Based on the results of a quiz sent out by FINRA, Millennials are significantly less financially literate than preceding generations. When asked five questions about economics and finance, only 24% could answer four or five questions correctly, compared to 38% of Generation Xers (see graph). Continue reading Millennials and Financial Literacy
Posted on March 23, 2017
The Role of Fixed-Income Investments and Portfolio Allocation
With the prospects of rising interest rates, investors may be re-thinking the role and purpose of fixed-income (bonds) investments within their investment portfolio. Continue reading The Role of Fixed-Income Investments and Portfolio Allocation
Posted on February 21, 2017
Taking Control of Your 401(K)
Written By: Jason T. Willms There has been a long held stigma against making changes to a 401(k) plan, but in order to maximize returns, observation and stewardship are imperative. 401(k)’s are designed to ignore short term volatility, but the intelligent investor can capitalize on these fluctuations to strengthen their portfolio for retirement. Continue reading Taking Control of Your 401(K)
Posted on January 5, 2017
Three Important Year-End Tax Planning Tips for Investors
As the close of 2016 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s). Continue reading Three Important Year-End Tax Planning Tips for Investors
Posted on December 2, 2016