Posts Tagged ‘risk tolerance’
December 28th, 2009
(Hampton Scurlock) - For many investors, investing typically begins with one stock or mutual fund. Over time, other selections are added because many people understand it may not be prudent to invest everything in a single security, even if it has a “blue chip” reputation. However, just “spreading money around” in a haphazard way may create only an illusion of diversification.
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Tags: asset allocation, asset categories, asset category, asset classes, comfort zone, hodgepodge, investment categories, investment category, investment characteristics, investment profile, investment program, main objective, management strategy, market risk, market turbulence, personal investment, risk tolerance, sound portfolio, time horizon, volatility levels
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| Posted in News and Opinion |
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December 17th, 2009
(Caren Sgarlato) - For many investors, investing typically begins with one stock or mutual fund. Over time, other selections are added because many people understand it may not be prudent to invest everything in a single security, even if it has a “blue chip” reputation. However, just “spreading money around” in a haphazard way may create only an illusion of diversification.
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Tags: asset allocation, asset categories, asset category, asset classes, comfort zone, hodgepodge, investment categories, investment category, investment characteristics, investment profile, investment program, main objective, management strategy, market risk, market turbulence, personal investment, risk tolerance, sound portfolio, time horizon, volatility levels
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| Posted in News and Opinion |
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November 12th, 2009
(Shaun Eddy) - The economy and the investment markets have historically had great successes and great hardships. The year 2008 represented a very challenging economic and investment environment. During these times it is important to reflect on the positives. We have much to be thankful for in this country. It is also a time to reinforce the value of living within our means and putting aside money for emergencies.
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Tags: economy, emergencies, goals and objectives, great time, hardships, health, innovation, investment environment, investment markets, investment policy statement, money, portfolio investment, positive reinforcement, risk tolerance, sleep, stable economies, stress, successes, united states, worries
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| Posted in News and Opinion |
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November 5th, 2009
(Teri Tornroos) - 1. Spend less than you make - it sounds almost too simple, but not enough of us do it! Make sure you are not making any unnecessary purchases and building up any debt.
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Tags: accessible account, balanced portfolio, credit cards, difficult times, emergencies, emergency fund, financial situation, great time, income earners, living expenses, loans, necessary expenses, portfolios, proper balance, retirement accounts, retirement fund, risk tolerance, rule of thumb, unemployment, unnecessary purchases
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| Posted in News and Opinion |
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September 28th, 2009
(Lee Siler) - Stocks are looking to trade higher after a week that saw the major averages lose about 2.5%. Housing and manufacturing data pushed stocks lower last week even though we did see some decent jobs numbers.
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Tags: consumer confidence, economic data, gauge, jewish holiday, jobs, labor department, lows, new position, risk tolerance, slew, stocks
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| Posted in News and Opinion |
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July 21st, 2009
(Heidi Burgoyne) - Asset Allocation is responsible for over 90% of the variance in portfolio performance. However many investors are afraid to rebalance in this market due to high volatility.
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Tags: asset allocation strategy, core strategies, financial llc, future market, investment advisor representative, investment management firm, llc services, portfolio performance, qa3 financial corp, quality investment, registered investment advisor, registered representative, risk tolerance, sec registered investment advisor, secular bear market, sipc, sound asset allocation, time horizon, volatile market, what this means
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| Posted in Strategies |
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July 7th, 2009
(Tom Prybylo) - We have seen the stock market move up these past few months –so what to do. For our clients the right strategy is to stick with their current allocation through this difficult environment as I believe we are not out of the woods yet.
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Tags: asset values, better days, business news, investment company, investment objectives, investments, leading indicator, living expenses, market move, market values, mutual fund company, mutual funds, new car, percentage increase, prospectus, recession, risk tolerance, stock market, tangible evidence, unemployment numbers
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| Posted in Strategies |
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May 15th, 2009
(Anthony Williams) - Wherever you are in your financial life cycle, starting a career, getting married, buying a home, raising a family, funding a child’s education or planning for a comfortable retirement, to be successful, you need to develop and maintain a disciplined approach to saving. Once a regular savings routine has been established, the next step is to decide how to invest the money you are saving. This decision will depend on many factors, including the intended use for the money, the time frame for when you’ll need the money and your comfort level with investment risk.
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Tags: asset allocations, bond values, buying a home, finan, hypothetical portfolio, interest rate rise, interest rate risk, investment advice, investment risk, life cycle, liquidity, portfolio risk, price fluctuations, rate of return, risk level, risk profiles, risk tolerance, s education, stock investing, term investment
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| Posted in Personal Finance, Strategies |
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September 15th, 2008
(Money Manager) - What are your wealth building goals? A comfortable retirement? A quality college education for you child? A down payment on your first home? No matter what your wealth building goals, no matter what your age, you will probably need to invest in order to achieve them.
The need to earn more, and keep your money working hard at all times, is crucial: Your money must grow fast enough to get you to your financial destination. So how is wealth building possible?
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Tags: combination of the two, common wealth, financial destination, five steps, good times, intermediate term, investors, laying the foundation, less than five years, money, quality college education, Retirement, risk tolerance, time horizon, wealth building
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| Posted in Personal Finance, Strategies |
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