Category: Investment

Understanding and Applying Impact Investing in Investment Portfolio Management

Bob Hoover0

Impact investing offers donors the possibility of aligning investments with philanthropic values while realizing financial returns from existing philanthropic investments. Donors may use impact investing as a strategy to revitalize old investments that they already support with this innovative investment strategy. Integrating impact into an existing portfolio may present unique challenges; therefore, taking an effective […]

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The Role of Commodities in Diversifying Investment Portfolios

Bob Hoover0

Commodities offer investors an invaluable asset diversification opportunity. Investors can purchase physical commodities like gold bars or oil barrels directly, as well as ETFs that track futures contracts. Sharpe ratios and Calmar ratios allow us to accurately determine an optimum allocation of up to 9% of assets to commodities in traditional 60/40 portfolios, thus improving […]

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Factor-Based Investing – A Quantitative Approach

Bob Hoover0

Over longer horizons, investment factors have proven their superior performance over the long run, yet their short-term performance can remain unpredictable in market environments. Investors can utilize the underlying characteristics of securities to identify potential sources of outperformance and create multi-factor portfolios. Common factors for doing this are value, size, momentum, low volatility and dividend […]

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The Impact of Inflation on Investment Strategies

Bob Hoover0

As inflation becomes more challenging to combat, saving and investing through traditional means may become increasingly challenging. But even in times of inflation there may be opportunities to expand your wealth. TIPS and real estate can provide valuable protection from inflation while diversifying your portfolio by investing in different asset classes. Bonds inflation can quickly […]

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Investing in ETFs – A Beginner’s Guide to Exchange-Traded Funds

Bob Hoover0

ETFs offer an excellent way to diversify your portfolio. They’re transparent, affordable and tax efficient. To purchase and trade ETFs, a brokerage account (whether traditional broker or robo-advisor) or existing investment account like your IRA or 401(k) will be necessary. After funding your account, search for ETFs using their ticker symbol. What are ETFs? ETFs […]

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What You Should Know About Mutual Fund Investment

Selena Whitehead0

Mutual fund investing can be an excellent way for investors to diversify their assets, but it is crucial that investors examine not only its recent performance but also its long-term track record. There are different kinds of mutual funds, from flexible-cap funds for stock diversification to solution-oriented funds with specific goals in mind. Diversification Diversification […]

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Diversify Your Investment Opportunities

Selena Whitehead0

Individuals seeking investment opportunities should first assess their unique financial needs and risk tolerance before making a decision to either do it themselves or hire professional assistance. Individuals must also understand their time horizon. Investors with shorter time horizons should invest in safe investments like savings accounts, CDs or bonds; those with longer horizons can […]

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What Is Investment Management?

Selena Whitehead0

Investment management involves overseeing a client’s financial assets. Professional managers specialize in managing real estate, precious metals and commodities – among many others – for maximum return for clients. Rebalancing a portfolio requires regular adjustments that involve selling off asset classes or sectors that have performed particularly well while purchasing more of those that have […]

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