By Ken Faulkenberry
Many Investors are now asking “How do I invest my money using fee only advisors?” Financial planners and mutual funds have let most investors down with poor performance and by failing to educate clients about risk management. A lack of understanding asset allocation and risk has partly been due to the fact investors [...]
Entries Tagged as 'Investment Management'
How to Invest My Money Using Fee Only Advisors
August 12th, 2010 · 1 Comment · Investment Planning, Online Investing For Dummies
Tags: do it yourself investing·fee only advisors·fee only do it yourself investment management·fee only investment planning·invest my money·Investment Management·online investment planner·portfolio risk·Risk Management·self directed investor
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 [...]
Tags: Arbor Investment Planner·Investment Management·ken faulkenberry·portfolio manager
BP Oil Spill Highlights Portfolio Risk Management Principle
June 16th, 2010 · 1 Comment · Investment Planning, Portfolio Management, Risk Management
The BP oil spill and BP dividend cut highlight the importance of the portfolio risk management principle that company specific risk can be nearly eliminated through diversification. Before the oil spill disaster BP might have appeared to be a safe investment even for the conservative dividend investor. Yet in one day it became a high [...]
Tags: BP dividend cut·BP Oil Spill·company specific risk·Diversification·diversified portfolio·Dividend Growth·financial risk management·high risk stock·Investment Management·Investment Planning·investment portfolio·investment risk·management of risk·managing risk·oil spill disaster·portfolio·proper diversification·Risk Management·risk management principle·risk of owning any one stock
Stop Loss Order is Harmful to Investment Portfolios
May 11th, 2010 · 1 Comment · Portfolio Management, Risk Management
By Ken Faulkenberry
The stock market flash crash on Thursday May 6th, 2010 demonstrated that a stop loss
order is often harmful to investment portfolios. A stop loss order is an order to sell an asset at the market price once it falls to a predetermined price point. For example, let’s say you own Proctor & [...]
Tags: flash crash·Investment Management·investment portfolios·limit loss·market order·PG·Portfolio Management·Proctor & Gamble·risk management strategy·stock market decline·stop loss·stop loss order·Thursday May 6th
Excerpts from Arbor Investment Planner Updates
May 8th, 2010 · 1 Comment · General Advice, Portfolio Management, Risk Management
Arbor Investment Planner subscribers received the following excerpts in their AIP Updates before the market fell:
4/22/2010
“Current Strategy: Maintain a very conservative asset allocation. You should have your portfolio is a position you feel comfortable sustaining a severe market correction of even a major bear market. Risks currently outweigh potential rewards. Preservation of capital is more [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·Asset Allocation·bear market·building long term wealth·conservative asset allocation·conservative investors·current strategy·diversified portfolio·do it yourself investment management·Investment Management·market correction·public sentiment·risk·very conservative asset allocation
Investment Management – Do It Yourself
April 14th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning, Online Investing For Dummies, Portfolio Management
There are at least 5 important advantages to a Do It Yourself Investment Management strategy.
1. Increase your investment returns
2. Reduce your investment expenses
3. Help you understand your risk
4. Allow you to avoid following the crowd
5. Stay in control of your own assets / Make adjustments quickly
The past decade has been a good example of how [...]
Tags: active asset allocation strategy·Asset Allocation·asset allocation model portfolio·buy and hold strategy·diversified portfolio·do it yourself·do it yourself investment management·increase investment returns·Investment Management·investment management service·Online Investing For Dummies·reduce investment expenses·stay in control of assets·understand risk
Five Essential Themes for Your Portfolio in 2010
January 1st, 2010 · 1 Comment · Investment Planning, Portfolio Management, Specific Investment Ideas
By Ken Faulkenberry
Here are five themes with strategic advantages driven by supply and demand. Each of these themes has the potential to provide a superior return on investment that transforms your portfolio from average to extraordinary:
ENERGY – Whether we are talking about oil, natural gas, coal, nuclear energy, or new green energy, we will probably [...]
Tags: Arbor Investment Planner·Asset Allocation·defense·energy·food·health·Investment Management·model portfolio·portfolio·supply and demand
