Tags » Portfolio Management

Me and my spouse are approaching retirement; how should we allocate our investments so that we can protect some and grow some?

This was a question asked by a visitor to Investopedia.
Several other advisors responded.  Here’s my contribution to the discussion.

You have gotten some good advice from the others who have responded. 

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Financial Planning

Business Analysis Guide is available

PMI(r) Business analysis Guide is updated according to new versions od foundation standards (PMBOK Sixth, Program & Portfolio management standarts in their fourth edition).

The Guide is available for download.

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Trading As A Business - Profitability (Almost) Guaranteed

So many traders across the globe simply don’t take their trading seriously enough and as a result the majority of them end up losing tremendous amounts of money in the markets. 915 more words


Timing the Market

A question I received and have heard many investors talk about “the market is too high” or “there’s going to be a pullback any day now”. 234 more words


A new dawn for performance measurement: Combining usability and domain expertise to deliver value

By Gert Raeves, Research Director, Adox Research

The business of managing money is complex. Financial instruments are defined by dozens of attributes, many of which are ‘alive’: values can change, fluctuate, correlate, or expire. 489 more words

Asset Managers

The Model Prisoner

Model students do all their homework and get top grades. A role model is someone to look up to. Model prisoners earn time off for good behavior. 445 more words

Mark Leibman

Generating Trade Ideas

Everyone has their style of trading, however they all start the same way – finding something that interests you and placing a trade.

What are some methods for identifying potential trades? 281 more words