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Your Investing Master Plan

Submitted by Lewis J. Walker on Thursday, October 29, 2015 - 12:00pm

As an advisor client, it’s important for you to spell out investment goals and strategies by crafting a master plan. A document call an investment policy statement (IPS) lays all this out. You should know about the mechanics of an IPS.

When to Change an Asset Mix

Submitted by Jim Ludwick on Tuesday, October 20, 2015 - 12:00pm

A lot of investors don’t realize that you cannot simply buy, hold and forget about it. Your investment mix should not be static. How much you have in stock, in bonds and in other instruments hinges on many factors. Like your age.

Are You Missing the Hot Play?

Submitted by Lon Jefferies on Monday, October 5, 2015 - 9:00am

Every day we’re bombarded with reports of what’s hot and what’s not--fueling a fear of missing out (FOMO) on some great investment opportunity. But a diversified portfolio is still the best way for you to maximize returns while minimizing risk.

Economies and Equities

Submitted by Joseph A. Clark on Thursday, October 1, 2015 - 9:00am

When evaluating financial performance, whether of a nation’s economy or a stock, the key question is: relative to what? Focusing on a country’s or a stock’s situation is worthless without comparing it to others and to itself in the past and the future.

Rewarding Passive Investors

Submitted by Christopher Meyer on Wednesday, September 30, 2015 - 9:00am

It’s an age-old debate: Whether active or passive fund investing is the best path to success. For long-term investors, however, it’s tough to ignore evidence that suggests the passive route is the better option.

The Equity Trap

Submitted by Brenda Wenning on Thursday, September 24, 2015 - 9:00am

Given the rough time the stock market has had lately, does it make sense to overweight your portfolio with equities? No.

Down Market = Recession?

Submitted by Nicholas Atkeson and Andrew Houghton on Wednesday, September 23, 2015 - 9:00am

The old adage is that a sliding stock market anticipates a recession. Does the market’s recent rocky passage portend an economic slump? Not hardly. It pays to keep that in mind if we run into rough times for stocks ahead.