Tag Archives: Tactical invesment strategy

TMTW#368-How to Follow the Money

Tax and Money Tip of the Week: How to Follow the Money January 24, 2018 | No. 368 Click here to read Daily, Weekly Chart Uncover Big Institutional Buys in A Stock in ‘Investor’s Corner’ You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW # 296- Investing 101 Part 3

Tax and Money Tip this Week: Investing 101 Part 3 August 3, 2016 | No. 296 This week we have a very important tip on investing concepts. This series is not intended as investment advice, but only a general discussion of … Continue reading

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TMTW #295- Investing 101 Part 2

Tax and Money Tip this Week: Investing 101 Part 2 July 27, 2016 | No. 295 This week we continue our series on investing concepts. This series is not intended as investment advice, but only a general discussion of investing in … Continue reading

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TMTW #294- Investing 101 Part 1

Tax and Money Tip this Week: Investing 101 Part 1 July 20, 2016 | No. 294 This week we will start a series on investing concepts. This series is not intended as investment advice, but only a general discussion of investing … Continue reading

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Investing Tip #1 – Revisited for year end

Considering all the volatility over the last few weeks, here are some thoughts to consider investing today, that our parents may not have taught us.
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Money Tip – Investing 101 #4

Considering all the volatility over the last few weeks, here are some thoughts to consider investing today, that our parents may not have taught us.

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Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor’s net return.

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Does Staying the Course still work for you?

Many current investment strategies direct the client to invest assets while reducing risk through sensible diversification. Continue reading

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