Long-term Strategy Articles & Insights
When faced with an underperforming portfolio, long-term investors can be tempted to radically shift their approach to investing. But there are many things they should stop and consider, including whether the grass is really greener on the other side.
As returns on different parts of your portfolio diverge, rebalancing your portfolio can be instrumental in helping you achieve long-term goals.
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.
Portfolio management can be challenging between determining risk tolerance, financial goals and length of time needed.
Before you can achieve success in your financial portfolio, you should consider setting clearly defined investing goals.
Applying a few tactics could help you build a long-term investment portfolio that’s just right for you.
Organizing your savings plan to reach short-, mid- and long-term goals can help you cover everyday expenses and prepare for big milestones.
Maybe the right question to ask about active vs. passive investing is whether it might make sense to do both at the same time?
If you want to apply your ethical beliefs to your financial goals, there are tools and tactics that can help.
Selling securities during a market downturns can be more risky than staying invested.
Asset allocation and diversification offer a long-term strategy for helping you reach your investing goals and manage your risk.
Investors, beware! Your mind could be playing tricks on you. Learn how to avoid some common behavioral traps.
Keeping a portfolio with a healthy mix of assets that are properly diversified may allow you to weather market shocks more easily.
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.
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.
Are you looking to reduce the stress from routine investing tasks? Consider several ways to help automate your investing plan.
International investments can be a nice addition to a portfolio, but you should consider a wide range of factors.
As your financial goals get more complicated, you should consider whether you need portfolio management help.
Learn about 5 ways to help diversify your portfolio with asset allocation models.
Investors who understand what happened in the past in the markets might be better prepared to handle market volatility and hiccups in the future.
As you build your investment portfolio, it might make sense to understand what fees you’re paying and how they might affect returns.
One of the crucial components for long-term investing is deciding how to divvy up investments in broad categories like stocks, bonds and cash.
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.
If you’ve set up an investment portfolio that aligns with your financial goals, you might want to consider monitoring it periodically.
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?
Saving for education, for children, yourself or others, can seem pretty daunting. But there are a few types of accounts that can help.
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.
It can be difficult to keep your portfolio aligned with your financial goals. Understanding a few tactics might help.
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.