There are some important questions you should ask financial advisors to ensure they're the right...
Asset Management Resources
Find out how to manage an investment portfolio, invest wisely and more.
Getting to Know Cryptocurrency
Cryptocurrency is a digital or virtual currency that uses cryptography for security. It operates on a decentralized network, meaning that it's not controlled by a central authority like a government or a bank. Instead, transactions are recorded on a public ledger...
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What is Dollar Cost Averaging?
Dollar cost averaging is an investment strategy that can be used to alleviate risk. Investors invest a fixed dollar amount into an investment at a set interval to spread out the purchase over time. The investment typically continues each and every month over a long...
Practice Portfolio Distancing
This is clearly an eerie and unsettling time. We face not just a health crisis, but, as economic activity has slowed, if not stopped altogether, the very real prospect of a recession is here. During times of uncertainty and instability, it's natural for investors to...
Bonds in the Bear Market
The Bear is here! Unfortunately, the reality is we’re all scared of Bears (unless you’re from Chicago—then you may be a fan). The longest bull market on record is over and now comes the opportunity to look towards the next—no matter how long or short the current bear...
Advisors Weigh In: How to Increase Participant Contribution Rates
Source: Financial Advisor IQ What’s the most effective tool you’ve used to help increase contribution rates? Dennis Bielik works at TCG Advisors, a firm based in Austin, Texas that has been in business for 20 years and manages $3.5 billion. His response is below:...
Fixed-Income: Grab a Seat and Watch the Game Play Out
Written by: Dennis Bielik, CFA®, FRMThere is nothing more popular or prevalent than diversification and asset allocation in portfolio management. Whether you are an employee of the industry or an investor looking for a money manager, you cannot escape these terms....