Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn’t about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the right proportion to match your financial goals, the amount of time you have to invest, and your tolerance for risk. […]
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Six Keys to More Successful Investing
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully. LONG-TERM COMPOUNDING CAN HELP YOUR NEST EGG GROW It’s the “rolling […]
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Fundamental Concepts for New Investors
Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. […]
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The Pros and Cons of Rebalancing Your Portfolio
BWFA provides fee-only fiduciary standard investment management that focuses on long term decision making. We avoid short term trading, market timing and emotional reactions to day-to-day volatility, to provide clients with investment results to meet their individual needs over their lifetime. As your investment advisor we continually look for new opportunities and determine the right […]
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Rolling Stock Market Returns: The Antidote for the Daily Stock Market Watcher
Rolling returns are a great way to measure investment performance (in this example the S&P 500 index). These rolling returns don’t correspond to calendar periods. We begin to understand investing more clearly as we compare the rolling stock market return periods of differing lengths of time. To calculate rolling returns you take the return for each […]