Investment resolutions to follow all year-long

Fay, W. David
March 2008
Inside Tucson Business;3/3/2008, Vol. 17 Issue 39, p24
The article discusses the investment management practices that investors should follow. They include re-evaluation of portfolio holdings with regard to one's investment objectives, time horizons and life stage. In investing, the author suggests investors to diversify investment, watch tax development and evaluate the prospect company's long-term performance. He also recommends investors to consider investment that will allow one leave a legacy.


Related Articles

  • IN BRIEF.  // Fund Strategy;7/24/2006, p5 

    The article offers news briefs related to the management of funds in Great Britain. The Nordic Development Fund (NDF) Administration has lunched two structured products including the Secure Growth Plus Plan July '06 and Growth Kick Out Plan July '06. Standard Life Investments starts...

  • Is an SMSF right for you? MACKAY, TIM // Charter;Apr2013, Vol. 84 Issue 3, p65 

    The article offers the author's insights on the use of Self Managed Super Fund (SMSF) in Australia to control one's financial future. He says that SMSF is a small, cost- and tax-effective super trust structure to prepare for and managers one's retirement. He mentions that the average balance of...

  • The appropriate role for cash in your portfolio. Allen, Nicolas // Business Journal Serving Fresno & the Central San Joaquin Valley;3/14/2014, Issue 324782, p7 

    The article discusses the appropriate role of cash on an investor's portfolio. It highlights that the cash can be an effective tool in a portfolio when used in a strategic to help achieve a long-term investment goal. It outlines some guidelines on how to invest cash. It suggests investing...

  • What To Do Now. McGirt, Ellen // Money;May2003, Vol. 32 Issue 5, p88 

    These days it's sometimes hard to know what to worry about more--the weak economy, the volatile stock market, the war, unemployment or our usual concerns about families and friends. Such anxieties can lead to poor decision-making. The best defense: Concentrate on what you can control. Every...

  • Moving up. Dongieux, Gene L. // Dental Practice Report;May2006, Vol. 14 Issue 5, p82 

    The article presents a financial analysis on the monetary resources of the couple, physician John and Eileen Stewart, as they start to plan for future investments. The couple want to give attention to their finances to be able to know the feasibility of their financial plans. The analysis made...

  • (the path to wealth). Feldman, Amy; Rosato, Donna // Money;Dec2003, Vol. 32 Issue 13, p96 

    Asks what investors should do in an economy that is improving, but still shaky. Observation that political and economic uncertainty are no excuse for doing nothing, but should serve as a reminder of the importance of financial planning; Advice that investors assess their net worth once a year;...

  • Strategies for the high net worth investor. Mack, Gracian // Black Enterprise;Aug94, Vol. 25 Issue 1, p52 

    Discusses investment strategies for the high net worth investor. Getting institutional service on your retail account; Comments from Harold E. Doley, chariman of Doley Securities Inc.; Opening a `wrap' account; Information on LDDS Communications.

  • A fool and his money soon part. Feuer, Michael // Smart Business Pittsburgh;Apr2009, Vol. 15 Issue 12, p30 

    The article offers tips for business leaders on how to manage their money. It indicates the need to compartmentalize personal investments and provide time to them. It suggests scheduling solitary time to determine the direction of the portfolio. It also advises reviewing investment ideas as well...

  • Growth Trajectory: The Increasing Popularity of The Manager-of-Managers Investment Model. Naddaff, Fred // Money Management Executive;5/3/2010, Vol. 18 Issue 18, p14 

    The article discusses the manager-of-managers (MoM) investment model. It cites how MoM helps in supervising specific aspects of an investment portfolio by hiring another professional investment manager. It also states that a product's manufacturing and distribution is the focus of MoM investment...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics