By Ken Faulkenberry
The economy is going through profound changes trying to absorb the shock of two bubbles in one decade. We are currently facing high unemployment, large and growing deficits, and a ballooning national debt. Instead of implementing sound fiscal and monetary policies, government policies of the past decade have and are compounding our long [...]
Entries Tagged as 'mutual funds'
Economic Update – The Challenges We Face
December 7th, 2009 · 1 Comment · Economics, Investment Planning, Portfolio Management, Risk Management
Tags: AAAMP·AIP·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·Asset Allocation·baby boomers·deflation·diversification·economic update·inflation·mutual funds·over diversificaton·re-balancing·under diversification
Stocks, ETFs, and Mutual Funds: What is the best mix?
September 15th, 2009 · No Comments · Investment Planning, Portfolio Management, Risk Management
By Ken Faulkenberry
The investment environment has changed drastically and passive investing is no longer an acceptable alternative. Many Investors can use some guidance in investment planning decisions. One of those decisions is which investment vehicles best suit the individual investor’s needs. Individual stocks or bonds, exchange traded funds (ETFs), and mutual funds are the most [...]
Tags: active asset allocation strategy·diverisficatioin·eft investing·etf portfolio·ETF sector funds·etfs·model ETF portfolio·model investment portfolio·mutual funds·over diversification·stocks·what are etfs?
What Are ETFs? Should They Be In Your Portfolio?
June 30th, 2009 · No Comments · Investment Planning, Portfolio Management
By Ken Faulkenberry
ETF stands for Exchange Traded Fund. Used as an investment vehicle, they are a hybrid of mutual funds, stocks, and closed-end mutual funds. Like stocks or closed-end mutual funds, ETFs trade on a market exchange so they can be traded (intraday) anytime stocks trade, not just at the end of the day. It [...]
Tags: closed-end mutual funds·diversification·etfs·exchange traded funds·intra-day trading·mutual funds·potable water·specific index tracking·target specific sectors·what are etfs?
