Portfolio Management

Financial Advisor - Jupiter FL

How to Use Asset Location to Increase After Tax Returns

  Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to an investment plan that takes into account an investors goals and risk tolerance.  Asset location, on the other hand, is a tax minimization strategy that takes into account how different…

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Rising Interest Rates and Your Investment Strategy

It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero and embarked on an aggressive quantitative easing campaign. Now, after several years of economic recovery, the Fed has begun to reverse course, restoring its policies and targets closer to historical “norms” through quantitative tightening and gradually rising interest rates.

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What Does it Mean to Have a Balanced Portfolio

What Does it Mean to Have a Balanced Investment Portfolio

Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return objectives as well as your risk tolerance.  It is useful to understand the purpose and role each investment plays within a diversified, balanced portfolio. Stocks or equity, whether owned through…

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Handling Market Volatility

Over the past few weeks, markets have been experiencing more volatility than what so many have come to expect as the norm and what has characterized the markets over the past several years. It is ironic because when it comes to investing, it is market volatility that is actually the norm – what we have experienced over the last several years is what is unusual.

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