Arbor Investment Planner

Entries Tagged as 'Arbor Investment Planner'

Philosophy of the Arbor Investment Planner

July 22nd, 2010 · 2 Comments · Diversification, Investment Planning, Portfolio Management, Risk Management

The Arbor Investment Planner wealth building philosophy is diversification, an active asset allocation and risk management strategy, and investing in stocks and ETFs which have strategic advantages and valuations that offer long term value.

Our goal is to own the best mix of investments by balancing the good characteristics (growth, dividend yield, cash flow, etc.) versus [...]

Ken Faulkenberry – Portfolio Manager – President, Arbor Investment Planner

July 12th, 2010 · No Comments · Portfolio Management

I have spent many years developing and honing the AAAMP to be useful to investors who want to self direct their investments. I first started helping family and friends; then due to their success, they encouraged me to develop this service to help others!

I have an intense belief in our free market system and the [...]

Ten Major Personal Beliefs of Ken Faulkenberry

July 11th, 2010 · 2 Comments · General Advice

Here are my 10 major personal beliefs:

I believe I was created by God; a totally unique body, mind, and soul.

I believe I am a sinner, and therefore fall short of being worthy to spend eternity in heaven. God sent his son, Jesus Christ, to die for me (pay my penalty), so that I could [...]

Is There a Difference Between Market Timing and an Active Asset Allocation Strategy?

March 29th, 2010 · 2 Comments · Portfolio Management, Risk Management

By Ken Faulkenberry
The stock market has earned an average of a little less than 10% per year over a long period of time. But the average investor’s actual returns are at least two percentage points lower because people tend to buy when prices are high and tend to sell when prices are low. Because people [...]

Don’t Let Trading Programs Steal Your Money

March 8th, 2010 · No Comments · AIP Money Management Tips

AIP Money Management Tips

I don’t know how many people I have seen or heard of paying hundreds and usually thousands of dollars for trading workshops and tutoring packages. Investors are constantly being tempted on traditional media and now social media sites. Promises of easy money, getting rich quickly, and learning to beat the system lure [...]

Seven ETF Advantages to Boost Your Portfolio Returns

March 3rd, 2010 · No Comments · Investment Planning, Portfolio Management

By Ken Faulkenberry
Exchange Traded Funds (ETFs) are an investment vehicle; a hybrid of stocks, mutual funds, and closed-end mutual funds. ETFs are a basket or portfolio of stocks much like mutual funds or closed-end funds. Much like a stock or closed-end fund, on a given day each EFT trades on an exchange with a number [...]

Are Your Returns Suffering From Over Diversification?

February 22nd, 2010 · 1 Comment · AIP Money Management Tips, Diversification, Portfolio Management

AIP Money Management Tips

Over diversification is a serious mistake made by many investors. Some investors have learned the harmful effects of under diversification and mistakenly believe that the more diversification the better. It has become common to diversify to the point of hurting your investment returns. This is particularly harmful in the current environment where [...]

Arbor Asset Allocation Model Portfolio (AAAMP) Blog