Though the two terms may sound alike on the surface, they're actually two quite different things -- and, in our opinion, one should not be part of your strategic financial plan.
The difference between speculation and strategic investing can be night and day. The way Premier approaches portfolio management, investing is a long-term
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Though we always recommend -- at minimum -- an annual performance review, a few other circumstances necessitate a sit down with your wealth advisor.
Estate planning is an essential component
Our wealth advisors often answer questions about Social Security and how it fits into a comprehensive wealth management strategy, especially for those in higher tax brackets. Even if the bulk of your income comes from other sources in retirement, Social Security can help make your retirement more comfortable and help you grow assets to leave to your beneficiaries.
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In this, part one of a two-part series, we'll explore the financial issues that affect the more-than 12 million widowed women in the U.S. We'll also share wealth management solutions that can help boost widows' financial confidence and discuss the benefits of strategic financial planning, both before and after losing a loved one.
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Because while the process of building an investment portfolio may seem, in itself, simple, creating an effective portfolio involves realistic goal setting, a long-term time horizon that stretches across a few decades, a modicum of self-discipline and, significantly, risk awareness. Combined, these factors create the recipe for a diversified portfolio that's tailored to meet your specific financial needs.
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Ignorance is bliss. When it comes to investment performance, there’s a ring of truth to this old adage. It’s not difficult to see how active managers – investment professionals who attempt to “beat the market” in search of greater returns – can
It is so important - in fact, we’ve blogged about it before - because diversification is not only the cardinal rule of investing, but also the one rule most often violated.
Perhaps Shakespeare said it best in The Merchant of Venice:
Our answer? High portfolio turnover is the source of most of the extra costs associated with active management – costs that are completely unnecessary and avoidable with more efficient investment guidance. Read on to find out why.
While that may be an extreme example, there are a few bits of "commonsense" financial planning concepts floating around out there that probably shouldn't be accepted as conventional wisdom. Here are 5 wealth management taboos that you might want to consider breaking.
A properly diversified portfolio is an effective way to mitigate risk, and deal with the ups and downs of a volatile market. And the best way to get truly diversified? Regular portfolio rebalancing to ensure that your assets are properly allocated across asset classes.
Here are four benefits associated with rebalancing your portfolio.
