Common Asset Allocation Mistakes Made By Investors

hand holding phone and other hand on laptop keyboard

Asset allocation is the process of spreading or diversifying investments across a range of various asset classes and geographical regions. Asset allocation is essential for a financial investor to become successful and is an effective way to reduce the amount of risk that an investor’s portfolio faces. In the past, asset allocation was not the…

Read More

A Beginners Guide to Algorithmic Trading

Hands on keyboard

The term ‘algorithmic’ has blossomed into a word that seems to be popping up everywhere these days. We see the term used in relation search engines, spreadsheets, and now the financial industry. In stock trading, algorithmic trading — also referred to as algo trading, automated trading, or robo trading is becoming a popular trend in…

Read More

A Introduction To Exchange Traded Funds

charts and a laptop on desk

Exchange Traded Funds, also known as ETFs, have been one of the most brilliant and successful financial developments in recent years. First introduced in the early 1990’s, the demand for ETF’s has grown significantly, as the fund’s features have been attractive to both individual and institutional investors. In fact, in the past ten years alone,…

Read More

Three Portfolio Rebalancing Approaches

lots of numbers and stocks

For financial investors, finding the right balance between risk and reward can be a challenge. We have all heard the common proverbs that are used throughout the financial industry — don’t place all of your eggs in one basket, never bet all your money on one roll of the die, don’t count your chickens before…

Read More

Common Types of Algorithmic Trading Strategies

calculator close up

The term algorithmic trading refers to any trading activity carried out with the help of an automated computer system. It refers to a number of approaches to both trading and investing. While there are various approaches to algorithmic trading, they all share certain traits. One trait they share is that they can all be reduced…

Read More

An Investor’s Ultimate Guide To Bear and Bull Markets

bear and a bull

As many investors know, a stock market trend is very unpredictable. The stock market is constantly fluctuating, swinging back and forth, leaving investors and advisors with either market gains or market losses. With an ever-changing market, it is up to investors to take advantage of a trend. A successful advisor or investor will know how…

Read More

An Advisors Guide To Understanding Asset Allocation

man on laptop looking at charts

Asset allocation is essential for financial advisors to be successful. Advisors use asset allocation to divide their clients’ money among different asset classes, such as stocks, bonds, and cash alternatives, such as money market accounts. Each asset class has varying risk profiles and potential returns. The purpose of asset allocation is to offset any losses…

Read More

Investors Guide To Portfolio Diversification

chart close up

A common goal that many investors hope to achieve is maximizing investment returns while reducing risk. Although it may sound like an achievable investing goal — almost as achievable as juggling a group of chainsaws that are on fire. However, what many investors do not realize, it is actually an easy and important goal for…

Read More

Asset Allocation Strategies for Long-Term Investment Returns

man on tablet looking at charts

For financial advisors and investors, watching the roller-coaster-ride of the stock market is a sufficient way to make them queasy. While, historically, the stock market has always trended up, many investors will find themselves feeling anxious as they watch the values of their portfolios fluctuate with the market. Unless, however, the investors have a portion…

Read More

Are There Season Patterns In Stock Markets

City skyline in winter

Just like with almost everything people do, trading also has a seasonal cycle component to it. Seasonality, while challenging to explain, can be used to a traders advantage. Defined as the repetitive and predictable movement around the trend like, short-, mid-, and long-term traders alike can put seasonality to good use. If you have been…

Read More