Category Personal Finance
The Benefits of using an Outsourced Chief Investment Officer
In today’s insights, we will discuss some of the key benefits of using an Outsourced Chief Investment Officer. Outsourced Chief Investment Officer (OCIO) is a growing service where financial advisors, family offices, endowments, pension funds, and other institutions seek outside…
MLP Investing – Risks and benefits
MLP investing is popular among retirees and income-seeking investors. In this article, we will break down the benefits, risks and tax implications of investing in MLPs. What is an MLP? Managed Limited Partnerships (MLPs) have grown in popularity in the…
Investing in Small Cap Stocks
Small cap stocks are an important part of a diversified investment portfolio. They had provided high historical return and diversification, which are key factors in the portfolio management process. Many flagship companies started as small businesses in a local market…
7 Proven practices to handle your credit card debt
The average US family owes $15,675 in credit card debt. An increasing number of Americans, many of which millennials are facing the unbearable burden of owing money. Hence, I would like to share some ideas on how to handle your credit…
4 Steps to determine your target asset allocation
One of the financial advisors’ primary responsibilities is to determine and document their clients’ target asset allocation. The target allocation serves as a starting point and guideline in diversifying the client portfolio and building future wealth. Clients’ unique financial goals,…
A Guide to Investing in REITs
On August 31, 2016, S&P 500 will introduce a new sector – Real Estate. Up until now real estate companies, also known as REITs, belonged to the Financial sector. They were in the company of large financial and insurance corporations.…
How to build your 401k plan
401k plans are a powerful savings tool for retirement With total assets reaching $4.8 trillion dollars 401k plans are the most popular retirement vehicle and are increasingly used by employers to recruit and retain key talent. 401k accounts allow employees to…
A beginner’s guide to ETF Investing
What is an ETF? ETF stands for an exchange-traded fund. The fund is a passively managed marketable security that tracks an index, a commodity, or a pool of bonds. ETFs trade on the stock exchange, and their price fluctuate throughout the…
6 Proven strategies for volatile markets
What are some of the proven strategies for volatile markets? The truth is nobody likes to lose money. Especially money that is earmarked for retirement, vacation, real estate purchase, or college education. Today’s volatile markets can be treacherous for inexperienced (and…
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