BLOG

Case Study 3

Case Study 3

by

Case Study 3 The purpose of financial planning is to attain financial security, which everyone defines differently.  In the ideal situation, we start early, establish goals, develop a plan, and consider as many contingencies as possible.  A financial advisor can...

Asset Management

by

Asset Management When we talk asset management, most of my conversations focus on whatto buy, and sometimes when to buy it. These are difficult decisionsto reach. However, We never talk about when to sell an investment.The sale of a security is at least as important...
What is the Role of the Portfolio Manager?

What is the Role of the Portfolio Manager?

by

What is the Role of the Portfolio Manager? Simply put, the role of the portfolio manager is to provide the discipline and the knowledge to help you achieve your goals. Financial Planning is the process of identifying problems and goals, and developing plans, methods,...
Asset Allocation

Asset Allocation

by

Asset Allocation While the United States has long led the world in economic growth, other places in the world have experienced exceptional growth in the past thirty years and are expected to continue to keep growing. China, despite a recent slowdown in its economic...
Asset Allocation

Asset Allocation

by

Asset Allocation “Don’t put all your eggs in one basket” The goal of the portfolio manager is to balance risk and return. The art and science of asset management is to achieve the highest possible return with the lowest possible risk. Modern Portfolio Theory, as...
Two new select asset management strategies

Two new select asset management strategies

by

Two new select asset management strategies After 8 years as an independent advisor, I am adding two management strategies to my current offerings. In addition to the four asset allocation models, I am offering a global natural resources strategy and a select nation...