Long-term Strategy Articles & Insights

Diversification and Asset Allocation in Volatile Markets

Brexit: A Lesson in Diversification and Asset Allocation

Keeping a portfolio with a healthy mix of assets that are properly diversified may allow you to weather market shocks more easily.

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Here are important steps to consider when setting investing goals.

4 Steps to Setting Smart Investing Goals

Before you can achieve success in your financial portfolio, you should consider setting clearly defined investing goals. 

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Client-first approach to financial services

Clients First: It’s Our Mission at Scottrade

Scottrade Brokerage President Peter deSilva was drawn to the firm by its client-first approach. This approach was demonstrated with the company named “Highest in Investor Satisfaction with Self-Directed Services” by J.D. Power.

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It’s important to periodically look at your portfolio and keep it on track.

Mid-Year Portfolio Review: Are You Staying on Track?

The mid-year point is a good opportunity to examine your portfolio to determine if it’s on track to help meet your financial goals.

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Consider objectives, time horizon and risk tolerance when building your portfolio.

3 Questions to Ask in Building Your Portfolio

Portfolio management can be challenging between determining risk tolerance, financial goals and length of time needed.

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Consider several ways to help automate your investing plan.

How to Automate Your Investing Plan

Are you looking to reduce the stress from routine investing tasks? Consider several ways to help automate your investing plan.

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Scottrade offers a variety of ways to invest in international stocks and bonds.

Investing Overseas? Consider the Pros, Cons

International investments can be a nice addition to a portfolio, but you should consider a wide range of factors.   

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Key components of rebalancing your portfolio

Rebalancing: Keeping Your Portfolio in Check

As returns on different parts of your portfolio diverge, rebalancing your portfolio can be instrumental in helping you achieve long-term goals.

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Is it time to consider whether you need to bring in an investment advisor?

Do You Need a Financial Professional? 4 Questions to Ask

As your financial goals get more complicated, you should consider whether you need portfolio management help.

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Learn about 5 ways to help diversify your portfolio using asset allocation models.

5 Models to Help Diversify Your Portfolio

Learn about 5 ways to help diversify your portfolio with asset allocation models.

 

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How the Past Can Help Inform Your Investing Future

Investors who understand what happened in the past in the markets might be better prepared to handle market volatility and hiccups in the future.

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Investment fees could have an impact on your portfolio

As You Build a Portfolio, Keep an Eye on Fees

As you build your investment portfolio, it might make sense to understand what fees you’re paying and how they might affect returns.

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5 Variables to Consider in Asset Management

One of the crucial components for long-term investing is deciding how to divvy up investments in broad categories like stocks, bonds and cash.

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Earnings reports are oftentimes the only way you can look inside a company.

3 Ways an Earnings Report Can Tell a Company’s Story

Earnings reports tell stories that can provide crucial insights. You just have to know where to look to find numbers that might affect stock price.

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A gainer in your investment portfolio could actually be a loser, and vice versa.

Evaluating Winning and Losing Investments: It’s All Relative

As you review investments in your portfolio, it might be important to remember that gainers might be underperforming, and a security that’s lost value might be attractive.

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After you’ve set up your investment strategy, periodically monitoring your portfolio might make sense.

You've Got an Investment Plan, But Are You Monitoring It?

If you’ve set up an investment portfolio that aligns with your financial goals, you might want to consider monitoring it periodically.

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Interest rates can have a profound impact on the economy, but what about your portfolio?

How Interest Rates Can Impact Your Portfolio

Watching what the Fed does with interest rates makes sense, given the potential economic impact. But what is the impact of interest rates on you and your portfolio?

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A few types of accounts can help you save for education.

3 Ways to Get Started Saving for Education

Saving for education, for children, yourself or others, can seem pretty daunting. But there are a few types of accounts that can help.

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Is your portfolio still on track to meet your financial goals? It might be time to make sure.

5 Action Items to Consider for Your Portfolio Review

If it’s been a while since you reviewed your portfolio, it might be time to look at whether you’re still on track to meet your financial goals. Here are five action items that might help.

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Keep your portfolio aligned with your goals

Is Your Portfolio Working For You?

It can be difficult to keep your portfolio aligned with your financial goals. Understanding a few tactics might help.

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How Dividends Affect Stock Price

How Dividends Affect Stock Price

If your investing strategy is based around income generation, you may tend to favor companies that issue dividends. And why wouldn’t you like a little extra payout now and then? But, before you pick your investments, it’s important to understand how dividends fit into your portfolio and why they matter to the market.

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