June 10, 2019

The Capital Group, one of the nation’s largest mutual fund companies, recently released a study of the most common portfolio mistakes they encounter.  To be sure, investing isn’t simple, and there are many mistakes investors can make, so it’s always helpful when leading firms share their insights.  What are Capital Group’s top three portf...

July 2, 2017

One of the often quoted tenets of good investing is to buy low and sell high. Similar to commercial spending – you want to purchase things that are cheap or on sale and when you sell something you want to sell it for a profit. This concept of buying discounted products/investments and selling them at a premium is a relative one and, as we...

June 18, 2017

One of the things I love about working for Cedarstone is that we are a plan first, invest second company. It may sound like an insignificant detail but it’s one of the things that sets us apart from other advisors and, I believe, is the best approach for our clients. The idea is that you can’t invest your assets well if you don’t have a p...

November 7, 2016

Over the past few weeks, we’ve been looking at what makes a good portfolio.  We’ve talked about Modern Portfolio Theory and why risk matters.  This week we’ll look at a much simpler but equally important aspect of a good portfolio: can you get to your money if you need it. 

The ability to access your portfolio is what is known as...

October 25, 2016

Last week we introduced the concept of Modern Portfolio theory – the idea that a good portfolio considers how different funds work together to balance the risk-return tradeoff.  This week we’ll continue that conversation by discussing what risk is and why it’s an important aspect of building a good portfolio.  As I mentioned last week, ma...

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