Tags » Rebalancing

This is either an incredibly good, or bad, sign for the global economy

China’s trade surplus surged to a record high $47.3 billion in July, topping the previous peak set in November 2008. On the one hand this is good news; it suggests that the global economic system that has driven growth for the last decade is making a return. 293 more words

Praising the Bundesbank

I am puzzled by Wolfgang Münchau’s latest piece in the Financial Times. Let me start by quoting the end:

[...] The ECB should have started large-scale asset purchase a year ago.

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EMU Crisis

How a Cold Call Led to a Deal with Scottrade for ASI's Rebalancing Software

It was an idea born of convenience.  Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank.  1,009 more words

Portfolio Management

A Student of Bodies - a Rebalancer's poem

Today, in Sue Reynold’s divine Sanctuary Sunday – a full day to dive deep into words, to come at ideas, images, and stories in fresh ways – she offered up as a prompt Thomas R. 160 more words

Sue Reynolds

My Lady pointed out that with not going to yoga as often I should exercise more, or I’ll gain weight. Not that she cares, but she worries I will. 399 more words


Is MyVest the Right Portfolio Rebalancing Software for You?

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. 1,271 more words

Portfolio Management