Latest Content

Financial Derivatives: Understanding Calls and Puts

Patrick Cassidy, CFA, CTFA |
Investment Management

Learn about the pros and cons of using options as part of your investment strategy.Options offer an opportunity to take advantage of market moves, both up and down.They also offer the possibility of increased rates of return and a predetermined limit to the amount of potential loss.While options are sometimes used to hedge or reduce risk, they can be an aggressive investment and may not be appropriate for every individual.

Read More...


The Importance of Rebalancing your 401(k)

Investment Management
401(K)-NC.jpg

The best way to keep your 401(k) account on track is to make sure your contributions are invested according to your asset allocation target.Rebalancing is an important investment management tool available to 401(k) plan participants to help ensure that they have enough retirement assets.When you rebalance periodically you should only have to make modest adjustments.Although the primary objective of rebalancing is risk control, it does not have to mean a significant reduction in return.

Read More...


Defining Benchmark Indices

Investment Management
Benchmark-Indices-NC.jpg

Learn more about the differences in benchmark indices to best track your investment performance.When choosing an index as a benchmark for evaluating your security’s performance, remember to select one that represents your type of investment.Some indices are broad-based and others are specific to one sector or type of investment.The historical data and performance trend information that these indices provide can help you see where your security fits into the big picture.

Read More...