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Investment Portfolio


  • Compounding Can Add Fuel to Your Portfolio

    If you enter the terms "Albert Einstein" and "compounding" into an Internet search engine, you'll discover a wide variety of quotes attributed to the great inventor. Some results say Einstein called compounding the "greatest mathematical discovery of all time," while others say he called it the "most powerful force in the universe." Despite the many variations, Einstein's point is valid: compounding can add fuel to your portfolio's growth. The key is to allow enough time to let it go to work.

  • Evaluating risk in your portfolio

    There are several factors to consider when evaluating your portfolio. Have you thought of them all?

  • The Investment Policy Statement: A Portfolio's Road Map

    In some cases, investors choose to authorize a money manager to make the actual investing decisions for their portfolio rather than simply make recommendations. In such cases, it can be valuable to have a mechanism for making sure in advance that investor and manager are on the same page.