Want A Successful Investment Portfolio? Think Globally.

Jorge A. BetancourtUncategorized

The world of investments is so massive that much of it goes unnoticed by the average investor. When crafting your portfolio, don’t hesitate to think outside the box and outside your borders. There are lots of exciting developments and opportunities across the world. The rapidly growing Exchange-Traded Fund (ETF) industry has helped give average investors access to profitable investments throughout … Read More

New Year’s Resolution: Spend Less, Save More

Jorge A. BetancourtUncategorized

The perfect time to achieve financial success is now. The New Year often reminds us of things about ourselves that we should improve to build a more quality life for the future. Becoming more financially successful should be at the top of almost everyone’s list. This article will give you a better idea of why you should make financial success … Read More

Benefits of investing in ETFs

Jorge A. BetancourtUncategorized

Benefits of Investing in Exchange-Traded Funds (ETFs) Rather Than Mutual Funds Exchange-Traded Funds and Mutual Funds are similar in many ways. They both provide investors with exposure to a large basket of diversified investments. Investors can usually find their preferred strategic niche with both Mutual Funds and ETFs. For example, there are Mutual Funds and ETFs that give investors exposure … Read More

Managing Your Investments with Active and Passive Strategies

Jorge A. BetancourtUncategorized

What is active investing? Active investing (sometimes referred to as ‘active money management’) is a term that refers to portfolio management strategies where an investment advisor or mutual fund manager makes researched investment decisions that are designed to outperform a benchmark index (like the S&P 500 or Nasdaq). This is generally done using micro and macroeconomic analysis of an asset’s … Read More

What is asset allocation?

Jorge A. BetancourtUncategorized

Asset allocation is the process of systematically dividing an investor’s assets across different geographies and asset classes with an objective to balance risk and returns. Asset allocation is implemented by combining different asset classes. An asset class is a group of assets that demonstrate similar attributes and risk-return relationships. For example, stocks, bonds, real estate, and gold are considered separate … Read More