Tags » Portfolio Management

News from the Trade Desk

 As a hands-on research and portfolio management shop, we develop capabilities that many advisors do not need or have. If we were just finding money and sending it off to a third party to manage, life would be simple (and boring). 436 more words

Mark Leibman

Are Financial Asset Classes like a Box of Valentine Chocolates?

On Valentine’s Day Diversification

By Rick Kahler MS CFP® ChFC CCIM  www.KahlerFinancial.com

With displays of Valentine candy in every store, February is the perfect time to talk about chocolate. 753 more words


Case Study: The Portfolio of Mr. X

Over the last year or so, you taught us a lesson. We are a little embarrassed it took us so long to catch on. But learn we did, and now we are enjoying the payoff. 388 more words

Mark Leibman

Test your project portfolio management with these two simple questions

How do you know if project portfolio management is working well in your organization?

I mean – you probably have many procedures and tools you use to manage your projects, you fill templates to collect all the right data, and you rank your projects with sophisticated scorecards, but at the end of the day – does the entire system work and bring value? 478 more words


Tesla (TSLA) at $260: what it means

Yesterday, TSLA shares touched $260 early in the day.  That’s the latest high for a stock that has gained 30% since mid-December, a period during which the S&P advanced by 1.8%. 391 more words

Portfolio Management

If You Always Do What Everybody Else Does...

Our clients know we are not like most other financial advisors. We used to be content to let people discover the differences at their own pace, if ever. 417 more words

Mark Leibman

Stupid Stock Market Tricks: The Super Bowl Indicator

As millions of people around the world prepare to watch Super Bowl LI this Sunday, at least some are concerned more about how the outcome may affect their portfolios than the game itself. 416 more words

Stock Market