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Entries Tagged as 'rebalancing'

Portfolio Rebalancing: A Powerful Risk-Control Strategy

December 27th, 2009 · 1 Comment · Portfolio Management, Risk Management

By Ken Faulkenberry
Rebalancing is one if the most under utilized and under appreciated aspects of investing. An active asset allocation strategy, which requires frequent rebalancing based on current opportunities and risk, is the most successful strategy in today’s investment environment.
 
The purpose of diversification is to reduce risk by holding investments that will behave differently at [...]

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AIP Money Management Tips – October 2009

October 6th, 2009 · No Comments · AIP Money Management Tips

Wholesale electricity prices have been falling
If you live in a state where electricity prices have been deregulated it may be a good time to shop for a low price and a long lock-in period.
 
Stop unsolicited preapproved credit card offers
at www.optoutprescreen.com or call 888-567-8688.
 
Reverse mortgages are expensive
Origination fees, insurance premiums, closing costs, and interest make reverse [...]

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Asset Allocation: The Critical Element of Diversification

August 15th, 2009 · 15 Comments · Diversification, Investment Planning, Portfolio Management, Risk Management

By Ken Faulkenberry
Diversification is the single most critical element of investment management. How an investor allocates investment funds to different asset categories or groups is called asset allocation, and is the most important fundamental of diversification.  Asset allocation involves dividing an investment portfolio on a percentage basis among different categories of securities (international stocks, domestic [...]

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