November 29, 2011
By Perspective Financial Services
Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk. But less discussed is an equally important measurement: correlation, which is a way to measure how closely related two types of investments are. In theory, you could be invested in
… Read More: How Closely Correlated Is Your Portfolio?
November 21, 2011
Market volatility is the amount of uncertainty or risk of changes in a security’s value over time. High volatility means its value can potentially be spread out over a large range of values; the price of the security can change dramatically, up or down, during a short time period.
The current market environment suggests high volatility for
… Read More: Is Extreme Market Volatility Here to Stay?
November 9, 2011
By Perspective Financial Services
by Andrew Mark, CPA
While no one likes paying taxes, it can be more palatable when you can designate where the money goes. Arizona offers a number of dollar-for-dollar credits you can take on your income-tax return. It doesn’t matter if you owe money or get a refund; but you must have Arizona
… Read More: Decide Where Your Arizona Tax Dollars are Spent
November 2, 2011
There is no doubt about it. Sometimes it is hard to be an investor. Last quarter was one of those times. Now the question is: When will the bull market be back? The fact is, no one knows, but stocks always rebound. As Karin Risi of Vanguard Funds puts it, “We believe it is
… Read More: Dealing with the Bear