Advantages of a Buy and Hold Strategy

On 03/30/2011, in Investment Strategies, by Jordan Wilson

There are advantages and disadvantages to the buy and hold investment strategy.

I will review both sides of the argument. Then you can decide for yourself if buy and hold is right for you.

Subsequently, I will outline some tweaks to the strategy that hopefully build on the buy and hold’s strengths and address its legitimate concerns.

Today we will review the benefits of buy and hold.  

Continue reading »

Acceptable and Unacceptable Assets

On 01/29/2011, in Investment Strategies, by Jordan Wilson

Once you have completed your investor profile, the next step is to determine acceptable investment options.

What asset classes and sub-classes to include in or exclude from your investment universe.

Your unique profile and risk tolerance should determine which assets to invest in.

Today I will offer a few thoughts on things you might consider.  

Continue reading »

Investor Constraints

On 07/09/2010, in Investor Profiles, by Jordan Wilson

Individuals often consider their goals and objectives when investing, but they often fail to focus on their personal constraints.

However, investor constraints require equal consideration as they play a substantial role in one’s investment strategy.

Constraints are limitations or restrictions that are specific to each person. Some may be common to many people, others may be unique to that one individual.

Today we shall look at a few.

Continue reading »

Investment Returns Are Not All Equal

On 06/21/2010, in Investment Concepts, by Jordan Wilson

In Common Investment Returns we reviewed a few basic measures of returns.

In Assessing Investment Returns we looked at having to analyze returns within proper context.

Today we will see the need to look within the return itself when evaluating true performance.

This is because all investment returns are not created equal.

Continue reading »

Should Students File Annual Tax Returns?

On 04/07/2010, in Cash Management, by Jordan Wilson

You must file a return if you owe the government taxes.

But even if you have no tax payable, it is usually a good idea to file a tax return.

Continue reading »

Tagged with:

Minimizing Investment Costs: Taxes

On 12/14/2009, in Investment Strategies, by Jordan Wilson

In my post, Compound Return Investment Lessons, we explored how the principle of compounding can impact portfolio returns.

One lesson; by minimizing money spent on taxes and transaction costs, the amount available for reinvestment increases. And it is the reinvested money that is critical to successful compounding.

So what can you do to try and maximize your cash return? Let’s look at reducing taxes first.

Continue reading »

© 2009-2018 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright