Wealth Management:

Managing Investment Risk

The top priority of successful wealth management is managing risk. Solutions focus on ability, willingness and need to incur investment risks.

Remove the agony of selling investments

Whether you’re a novice or seasoned investor, it’s relatively easy to buy investments. I have some reflections on selling those investments. Situation: Many are petrified at the thought of selling an investment. Solution: Learn to recognize valid reasons to sell your holdings without regrets. Summary: Adopt a [...]

Minimize portfolio overlap

Too many portfolios are overloaded with similar investments. Sadly, few investors know very much about overlap. A frequent investing theme of today is owning more than a dozen mutual funds. Often purchased over the years with little thought as to how the collection [...]

Monday, February 27, 2017|Managing Investment Risk|

Rejig your asset location strategy

You're familiar with the memorable real estate phrase ‘location, location, location.’ A similar approach applies to the collection of investments you own. Investors need to understand which accounts are better suited to hold their investments. Three pools of capital suffice. Don't just sprinkle [...]

Monday, January 23, 2017|Managing Investment Risk|

Embracing risk factors

“Take risks: if you win, you will be happy; if you lose, you will be wise.” — Author unknown Too many investors are terrified at the prospect of incurring risk. My simple approach reduces the investment anxieties. Investors typically shudder when risk springs [...]

Monday, January 16, 2017|Managing Investment Risk|