image_pdfimage_print

How do investors use exchange traded funds (ETFs)?

Many investors utilize ETFs as a cost-efficient means to create long-term, well-diversified portfolios. But some investors use them for other investment tactics.

Continue reading »

No wonder investing is confusing for the average investor.

Many investors take a “follow the pros” strategy. Whether that means watching the business networks, tracking Warren Buffett, or subscribing in to investment newsletters, these investors invest based on what “experts” tout.

Often though the advice of one professional runs contrary to the next. What to do?

I saw a good example of this in Yahoo News. 

Continue reading »

Want to Invest Like a Pro?

On 01/24/2013, in Investment Strategies, by Jordan Wilson

Want to learn how to invest like a professional investor?

Maybe a good plan, maybe not. But our friends at Investopedia discuss how to “Invest Like a Pro”.

Article highlights and my comments below:

Continue reading »

Portfolio Rebalancing Strategies

On 09/03/2012, in Investment Strategies, by Jordan Wilson

Defining a target asset allocation is critical to investment success.

Equally important is ongoing portfolio monitoring and periodically rebalancing the actual asset allocation back to your target allocation.

The Wall Street Journal has a good article on strategies for rebalancing investment portfolios.

Worth reading in its entirety, buy I want to highlight a few points. 

Continue reading »

Life of a Day Trader

On 06/24/2012, in Investment Strategies, by Jordan Wilson

Day trading in financial markets is not something I like to see in clients.

I prefer having clients take a long-term investing perspective, utilizing passive management strategies. Day trading – also known as stock flipping or high frequency trading –  is the polar opposite to this. Active management to the nth degree.

Successfully flipping stocks, bonds, and other asset classes is a tricky business. One that requires expertise, adequate time to research and continually monitor your portfolio, and  nerves of steel in volatile markets. A closet full of Milk of Magnesia might not hurt either.

That said, many individuals want to learn about day trading. A look at this topic today.

Continue reading »

You Are Not Alone

On 06/15/2012, in Marketing, by Jordan Wilson

I have seen a lot of John Hancock investing commercials on television recently.

I have never dealt personally or professionally with John Hancock so cannot opine on if they are a great firm or the Satans of insurance. But they sure make good commercials.

What do I mean? 

Continue reading »

Vanguard 2012 Economic Outlook

On 06/08/2012, in Economics, Learning to Invest, by Jordan Wilson

As we move through 2012, uncertainty exists over global economic and financial markets.

Which countries’ economies will prosper? Or maybe the better question is, which countries’ economies will not completely crater in 2012? Which equity markets should investors consider? What should I do about all the market volatility?

There are many concerns out there for investors.

Continue reading »

Investors Shun Risk

On 04/04/2012, in Investment Concepts, by Jordan Wilson

A relationship exists between investment risk and expected return.

The safer the asset, the lower the expected return. The greater the investment risk, the higher the required return. Or it can be a tad more technical if you like.

Investors should take an objective view of investment risk. Unfortunately, investors tend to be emotional creatures and these volatile times lead people to become fearful of investment risk.

So what is happening? And what should you do as an investor?

Continue reading »

Benjamin Graham Investing Principles

On 03/14/2012, in Investment Strategies, by Jordan Wilson

I mentioned Benjamin Graham in “Mistakes of Warren Buffett” and recommended his book, “The Intelligent Investor”.

Benjamin Graham mentored Warren Buffet and is considered the founder of value investing.

Today, a quick summary on Benjamin Graham and his three key principles for value investing. While they may not turn you into the next Warren Buffett, these investment tips will make you a better investor. 

Continue reading »

Why the Current Market Volatility?

On 10/11/2011, in Economics, by Jordan Wilson

I am constantly asked why global equity markets are experiencing so much volatility right now.

I think there are a variety of significant factors working together to create uncertainty in the markets. Each on their own impacts market volatility (or risk), together they are a nightmare for investors.

Today a quick summary of the major variables affecting global markets. 

Continue reading »

© 2009-2017 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright