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Showing posts from March, 2021

The Investor's Advocate: Spring Into Action

Using Warming Temperatures as Reminder to Remove Glacial Under Performers Within Your Portfolio Are you performing an analysis of your portfolio on a quarterly basis? And if not, why? This very important action could literally be the difference between its success or failure, so says Anthony Rhodes, the owner of wealth management firm The Planning Perspective ( ), in a posting on his popular How To Invest blog  ( ) called "Is Your Portfolio in Need of Some Spring Cleaning, Too?"  ( ). "Like other facets of our lives, our investments should also be evaluated at least quarterly." he began. "In order to identify successes, and eliminate failures, such adjustments are essential, otherwise we run the risk of having perpetual under performers in our portfolios for extended amounts of time, which could actually prove disastrous."

The Investor's Advocate: Time Well Spent

  Making the Most of a Finite Resource to Improve Your Investing Acumen Have you found yourself with a bit too much time on your hands lately? And, as a result, are seeking remedies to quell your reoccurring bouts of cabin fever? If so, then you might find an article called "Dull Lull? Null!" ( ) helpful. This is a recent posting on the owner of wealth management firm The Planning Perspective ( ), Anthony Rhodes' How To Invest blog ( ). "I've always found the general, yet specific aspect of time quite fascinating." he began. "Although it is a resource that we all share, the ways in which we use it varies from person to person, and this usage actually determines its relative value towards each individual." he explained. "While one person may spend a particular amount of time reading books, or attempting to solve problems, another