Topics: Investment Management

Rebalancing Act

Submitted by Martin A. Smith | Published: March 2010 | Investment Management, Portfolio Management
Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in fact, desirable. A portfolio that holds assets that do not...
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Recent Market Volatility in Perspective

Submitted by Martin A. Smith | Published: March 2010 | Investment Management, The Market
The US stock market has taken investors on a bumpy ride in recent years. This volatility has tested investor discipline and prompted some people to question their commitment to equities. While no one knows the future, looking at the past may help you gain a better view of long-term market...
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Managing Inflation Risk

Submitted by Martin A. Smith | Published: January 2010 | Investment Management, The Economy
As the capital markets have improved, more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt. Many people are asking how they can prepare for potentially higher inflation. This article explores two basic ways to address inflation uncertainty...
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The Stock-Bond Decision

Submitted by Martin A. Smith | Published: January 2010 | Investment Management, The Market
Choosing a basic stock-bond mix is an important first step in portfolio design. Although the decision may appear simple, it can have a profound impact on your wealth. Portfolio theory explains the value of making a deliberate, strategic decision about the proportion of stocks versus bonds to hold in a...
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