Articles

• Five Principles of Investment Management

  Whether you are a do-it-yourself investor or you work with an adviser, there are several basic principles you should be aware of that can help improve your investment performance. If you are just starting out or if you are working with brokers and other advisers who are primarily making money from either selling products or charging asset-based fees, you will need to educate yourself to avoid making costly mistakes. Read on

• Why I (Still) Like ‘Buy and Hold’

  Buy and hold was recently pronounced to be 'dead' by many investment professionals, authors and commentators. However, the problem lies in general misunderstanding of how to manage portfolio risks, not with the buy and hold concept itself. Read on

• What we really know (and don’t know) about the Stock Market

  Many investment professionals are not able to distinguish fact from fiction when it comes to their understanding of how the Stock Market works. In this article, a number of important publications dealing with the stock market are reviewed. Read on

• Correlation and Diversification: How to Manage Portfolio Risk

  The risks of a portfolio consisting of high risk investments is not diversified away because of high correlation that manifests itself during financial crises. Investment choice must be dictated first and foremost by the liquidity, transparency, expenses and management type (active vs. passive), not by the investment's correlation to other investments in the portfolio. Read on