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Category Archives: Portfolio Construction

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Robo Advisors: Computer Advice Versus Personalized Advice

Robo Advisors: Computer Advice Versus Personalized Advice
Are financial planning and investment advisory services the latest profession to fall prey to computer automation, as is in the case of Robo Advisors?  Robo Advisors like Betterment, WealthFront, Jemstep, WiseBanyan, Blooom and Motif, all claim to do more for less through a process of self diagnosis utilizing a battery of financial questions that you…
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New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers

New Proposed Rule Requires Fiduciary Standard for FRS Investment Plan Rollovers
The new rule change proposed by the Department of Labor (DOL) is designed to require the same level of financial advisor responsibilities for Individual Retirement Account (IRA) rollovers, as is currently mandated for FRS Investment Plan accounts. The higher standard referred to by the DOL rule change is known as the fiduciary standard. A financial…
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How Do Foreign Currency Exchange Rates Affect The Value Of U.S. Stocks?

How Do Foreign Currency Exchange Rates Affect The Value Of U.S. Stocks?
Many investors have noticed recently, the rapid changes in foreign currency exchange rates. How do foreign currency changes affect the value of U.S. stocks? Foreign currency exchange rates can impact U.S. stocks directly and indirectly by the economic undercurrents which change the relative value or purchasing power of a countries’ currency. The economies around the…
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What Risks Do Investors Face in 2015?

What Risks Do Investors Face in 2015?
Most individuals seem perplexed about their investments when they discuss the notion of risk. Not knowing how to respond, many investors seem to relate to risk on an emotional level. Many financial advisors try to express risk to clients in terms of acceptable levels of loss in percentage terms, while others try to measure risk…
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