by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research
Modern portfolio theory (MPT) is an approach to portfolio management with the objective to minimize the overall risk, also known as standard deviation or volatility, of the portfolio for a given expected return. Its significant implications along with its simplicity...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research
Investors looking for income frequently find it in the bond market. Bonds represent a debt obligation that the issuer promises to repay. Amateur investors commonly underestimate the risk of fixed income investments and, therefore, may not fully appreciate the benefits...
by Judy Esau | Jul 10, 2013 | Financial Planning, Portfolio Research
Asset allocation strategies can be broken down into two major categories: strategic asset allocation and tactical asset allocation. Strategic asset allocation has the primary goal of providing the best risk/return balance for a long-term investment horizon by...
by Judy Esau | Jul 31, 2012 | Portfolio Research, Tax Awareness
What Are Municipal Bonds? Municipal bonds are bonds issued by city, county, and state governments to fund local projects such as highways, schools, and hospitals. There are two main types of municipal bonds: General Obligation and Revenue Bonds. General Obligation...
by Judy Esau | Jan 13, 2012 | Financial Planning, Portfolio Research
There are many different theories and philosophies on how and how often one should rebalance his or her portfolio. Some theories suggest rebalancing should occur frequently, as much as once a week or quarter, others annually, and some say once a decade is sufficient....
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