Category Archives: Investment Topics

Does Your Portfolio Reflect Your Risk Tolerance?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type of risk and the potential return associated with

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Lofty Goals, Limited Means — Finding Ways to Boost Your Investments

If you’re ready to start investing or ramp up your current investment initiatives but there just doesn’t seem to be enough money left over at the end of the month,

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Aggressive Growth for Aggressive Goals

You’re probably aware that stock funds may help you pursue long-term financial goals. That’s why they are generally a smart choice for your retirement investment mix. But not all stock

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In Volatile Markets, Investors May Find Comfort in Dividends

As uncertainty at home and abroad roils the financial markets, income-minded investors seeking protection from the bumpy road ahead may find dividend-paying stocks offer an attractive mix of features and

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Understanding Correlation

Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk.1 But less discussed is an equally

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Sector Funds: Are They Worth a Look?

Sector funds target specific industries and economic niches to seek above-average returns. With the opportunity for greater returns comes greater risk, as these funds typically are prone to fluctuate in

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Bond Market Outlook: Points to Ponder

During the past decade, many long-term fundamentals of investing have been turned upside down and one example is the performance of U.S. stocks compared with bonds. Over longer time periods,

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Near-Zero Interest Rates: Trade-Offs for Investors

The Federal Reserve’s recent announcement that it will maintain the federal funds rate in a range between 0.00% and 0.25% through December 2014 has generated the usual analysis about whether

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Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Allocation

Tactical asset allocation is the practice of fine-tuning an investment portfolio to meet changing market conditions. This article discusses how Haisman Wealth Management, Inc. uses ETFs when implementing a tactical

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Harnessing Risk in any Market

If you’re an outdoor enthusiast, at some point or another you’ve probably contemplated what you might do should you encounter a bear or other wild animal. Wildlife experts typically recommend

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