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Wealth Management Blog

What the 4 Hottest Trading Styles Have to Do With Timeframes

Posted by Helyn Bolanis

Apr 16, 2014 9:48:00 AM

as-the-financial-world-turns_360Previously on “As the Financial World Turns”:

Nate Newbie inquired about how he could manage his own portfolio and the conversation centered on how to lock in profits.

Just when I thought Nate Newbie was satisfied with my answers, he had another question. “When you said that I have to determine a reasonable timeframe to be in an investment, I don't understand why I have to do that"? How would I know what timeframe I should use?” he asked.

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Topics: financial advisor investment advice As the Financial World Turns

8 Rising Stars in the Financial Space on Twitter

Posted by Helyn Bolanis

Apr 15, 2014 12:15:00 PM

follow-twitterAccording to the Twitter help page, they want to help you find people on twitter that you want to hear from. People you think are interesting and helpful. And sometimes it’s not an easy chore to sift through people who “claim” to know what to do in the markets. There are a lot of pretenders and wannabes.

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Topics: Twitter Accounts to Follow

4 Mobile Apps That Are Your Lifeline to the Stock Market

Posted by Helyn Bolanis

Apr 14, 2014 4:56:00 PM

4appIn today’s version of the Matrix, we wealth managers must stay plugged in to the markets at all times. Even as I watch House of Cards or Scandal, I have my iPhone and iPad on my lap, checking what’s going on in the world. Even when I go to my Rotary luncheon meeting on Mondays, I keep my iPhone on my lap, checking prices whenever there is a pause. Now you don’t have to be that connected, but knowing how to stay connected is always helpful.

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Topics: Good to Know investment advice

Do You Know How the Terms Bull and Bear Came into Being?

Posted by Helyn Bolanis

Apr 11, 2014 9:00:00 AM

bull-bearDo you wish that just once in your life, you can stump your friends at work or at the golf club, with a little known fact that will impress the heck out of them? I may have just the thing. I’ve use this many times (and even placed small wagers) and ALWAYS won. Thought you might like to have a little bit of fun with this too. If you can answer this correctly, you will win (my undying admiration).

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Topics: investment jargon bull vs bear market

3 Surefire Ways to Lock in Profits Before They Escape

Posted by Helyn Bolanis

Apr 7, 2014 12:04:00 PM

as-the-financial-world-turns_360The other day a new prospect came in. Nathan Newbie had recently inherited more money than God, and wanted me to “teach him” how he could invest the money himself. I tried my best to explain it to him.

We started off with the basics. Laying out a few examples to guide him into making his first few decisions came easy. We had to agree upon what were his expectations for profit, acceptable losses, and reasonable time frame to lock in profits-- as they apply to the following three market conditions.

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Topics: Investment Strategy Active Investment Management

Is Buy and Hold the Right Investment Strategy?

Posted by Helyn Bolanis

Feb 5, 2014 10:30:00 AM

6722569541_e5cbf4196c_zFinding the right investment strategy can be extremely difficult. Don't spend months or even years trying to sift through a dozen or more strategies, in the hope that you will get a positive return. 

The wrong strategy can actually hurt your return. 

To ensure that you're picking the right investment strategy for your needs, most people need to see some evidence that it is the right choice for them. You don't want to take a wrong turn that will lead to an investment disaster. You want your strategy to add value. 

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Topics: Investment Management Buy and Hold Active Investment Management Good to Know

How Baby Boomers Affect the Stock Market

Posted by Helyn Bolanis

Feb 3, 2014 11:00:00 AM

5478744372_28440aebe4_nThe baby boomers have and will continue to have a major impact on the stock market.

As the baby boomer generation starts to retire or leave the workforce, Americans will begin to notice the strain it's putting on the stock market.

During the 60's and 70's when baby boomers entered the workforce, there was an influx of money and activity in the stock market. This influx was the cause of baby boomers taking jobs at large and small companies that offered defined benefit and defined contribution retirement plans.

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Topics: Stock market Baby Boomers

4 Celebratory Events That Can Greatly Affect Your Finances

Posted by Helyn Bolanis

Jan 31, 2014 10:59:00 AM

6793826885_d3b6befb99_zMajor events happen all the time to individuals, when these events happen they need to make sure they know how it is going to affect their finances.

Even when these events are ones that you are celebrating, you need to make sure that your finances are ready for change.

Remember back to a recent major celebration you had. You probably had a lot of preparations to make and things to cross off your to-do list.

Was their a spot on the checklist for re-evaluating your finances?

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Topics: Investment Management Investment Strategy Finances

How to Spot 5 Emotions That Can Torpedo a Portfolio

Posted by Helyn Bolanis

Jan 28, 2014 9:12:00 AM

5106441340_558d48fb05It is never good to invest emotionally, you should always think rationally about your investment decisions and leave emotions at the door. People investing on their own can form bad habits that successful investors avoid.

Don't let these emotions that happen during the investment process act as a barricade to the goals you want to reach.

If you are not getting the financial results you desire, you are more than likely engaging in one of the five main emotions that will affect you from making the right investment decisions.

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Topics: investment skills financial advisor

Benefits of Hiring an Investment Advisor

Posted by Helyn Bolanis

Jan 14, 2014 10:00:00 AM

5314774452_e67fddd08aProfessional golfers are the best at their trade, but they always look to their caddy when they need help with a shot.

Even though they are extremely talented and know a tremendous amount about the game, they still need someone helping them out before each swing. A good caddy knows a lot about the game, so you can look to him or her for help and support.

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Topics: Choosing an investment advisor Baby Boomers financial advisor