Wealth Management
If you’re new to investing, a good place to start managing your wealth is to consult your tax preparer or accountant. They may be able to provide you with financial planning services. They may also be able to refer you to somebody who can.
There are three types of professional wealth management services you can use.
- A full service stock broker - A good stock broker is one who understands investing and who has the integrity to settle conflicts of interest in the client’s favour. Good stock brokers can provide an effective and economical way to manage your investments. But if you are going to use a full-service broker, take the time to find a broker you can trust.
- A discount stock broker - A discount stock broker will simply carry out buy and sell orders for their clients, and charge lower commission rates than full-service brokers. You pay even lower commissions if you trade stocks online, instead of placing orders over the phone.
- Portfolio managers - A portfolio manager is someone who fully manages your wealth portfolio and has a fiduciary responsibility to make sound investment decisions on your behalf. Portfolio managers are more stringently regulated than full-service or discount brokers.
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Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you a specific advice on successful investing, including tips on portfolio management. Each Investor Toolkit update gives you a fundamental tip and shows you how you can put it into practice right away....
The improving U.S. economy is helping more consumers repay their loans on time. That’s pushing down loan losses at a number of U.S. banks, and improving their profits. However, the outlook for the U.S. banking sector remains uncertain. High unemployment continues to hurt demand for new loans, and the industry faces greater regulations under the Obama administration’s new financial reforms.
Stock investment advice: Diversification is the key to lowering your risk in the U.S. finance sector
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Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific advice on the fundamentals of successful portfolio investing. Each Investor Toolkit update gives you a fundamental portfolio investing tip and shows you how you can put it into practice right away.
Today’s tip: “Base investments on value, not stock price flip-flops”
Stocks go up and down every day....
Today’s tip: “Base investments on value, not stock price flip-flops”
Stocks go up and down every day....
Here at TSI Network, we’re always looking for new ways to interact with our readers. For example, you can get our latest investment advice, and send me your thoughts, through the popular social-networking service Twitter. As well, we’ll soon be launching a Facebook page that will give you even more free information and advice, plus the opportunity to participate in investment-related discussions with us and other investors, as well. To make it even easier for you to share your views on our investment advice, we’ve recently opened TSI Network to comments from visitors. Adding your comments couldn’t be easier: just scroll to the bottom of the article you’d like to comment on and type in your thoughts (you’ll have to log in first). We hope this will create an ongoing discussion that will let the site’s visitors share their own views on our investment advice, and read other visitors’ opinions....
These days, many investors who are approaching retirement worry that their retirement planning won’t generate enough income once they’ve stopped working. (Our Successful Investor Wealth Management clients’ retirement planning goals are always one of our top considerations when we manage their portfolios. Click here to learn more about how you can profit from our portfolio management services.)
4 components of sound retirement planning
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As part of our portfolio management strategy, we put a lot of importance on the amount of goodwill that a company carries as an asset on its balance sheet.
(We provide personal, in-depth portfolio management services to a small group of investors through Successful Investor Wealth Management....
(We provide personal, in-depth portfolio management services to a small group of investors through Successful Investor Wealth Management....
When building your stock portfolio, it’s crucial to follow our advice on downplaying stocks that seem to be near-universally recommended by brokers and are getting a lot of favourable media coverage. That’s because, in investing, familiarity can breed excessive feelings of comfort, security and performance.
(Downplaying stocks in the broker/public relations limelight is part of our three-part investing program....
(Downplaying stocks in the broker/public relations limelight is part of our three-part investing program....
Theme investing can pay off from time to time. Today’s popular investment themes include alternative energy, such as solar wind and geothermal, and emerging markets, such as China and India. However, theme investing can turn out badly for investors, especially those who get in late or forget about investment quality. The reason why is straightforward. When you indulge in theme investing, you allow a theme or concept to take a central place in your investing decisions. Usually the theme or concept includes some prediction about the future that has some truth in it, and will make noticeable changes in society. You may assume that if you can just get aboard that theme or find an investment whose future is tied up with it, you are bound to make money....
With interest rates still near historic lows, borrowing money to invest continues to look like an attractive portfolio investing strategy.
Today, you can borrow for as little as 3.5% if you use your home as collateral. Over long periods, the total return on a well-diversified portfolio of high-quality stocks runs to as much as 10%, or around 7.5% after inflation....
Today, you can borrow for as little as 3.5% if you use your home as collateral. Over long periods, the total return on a well-diversified portfolio of high-quality stocks runs to as much as 10%, or around 7.5% after inflation....
Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a new or experienced investor, these weekly updates are designed to give you specific advice on the fundamentals of successful investing. Each Investor Toolkit update gives you a fundamental tip and shows you how you can put it into practice right away. Today’s tip: “Life-long dollar-cost averaging can increase your long-term retirement investing profits” Dollar-cost averaging involves investing equal amounts of money over a specific period ($200 a month, say). It’s a little like systematic saving, except that you put your money into stocks (or mutual funds) instead of a bank account....