06th October 2005
If you're like many investors who squander those small dividend checks from your stock portfolio, a Dividend Reinvestment Plan (DRP) might be just what you need. Just as its name implies, a Dividend Reinvestment Plan allows you to reinvest some or all of ...
06th October 2005
Much like the middle child, mid-cap stocks have long struggled to find their identity. Carved out from the upper echelons of the small caps and the lower end of the large caps, the mid-cap sector has a rough definition of stock with a market capitalizatio...
06th October 2005
A common problem I often see when working with living trust beneficiaries and trustees is the lack of attention in rethinking income strategies in the event of the grantor's death.
When the grantor of a living trust dies, the trustee (especially a fami...
06th October 2005
Whether helping the kids with a down payment on their first home, paying the premiums on a life insurance policy in an irrevocable trust, or moving appreciated assets to a younger generation, annual gifting will touch the lives of millions of Americans. B...
06th October 2005
Volatility of income can be as much a concern as volatility of growth, perhaps more so since income is an immediate need. Therefore, it makes sense to say that a strategy to stabilize income is a necessary component of portfolio management - and "bond lad...
06th October 2005
If you're choosing investments based on total returns over specific time periods (i.e., 1yr, 3yrs, 5yrs, and 10yrs) without assessing the risk, it's time to add another component to your selection process.
Standard Deviation and the Sharpe Ratio are tw...
