investment strategy Latest News

David J. Scranton, financial advisor and author to be the featured guest on “Connecticut Style” on WTNH Channel 8

Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row.

Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

Performance Analytics Inc. – a provider of tactical asset allocation research – announces a large increase in its S&P 500 (SPY) expected return forecast – to 19.2% for the coming 6-month period.

David J. Scranton, financial advisor and author to be the featured guest on “Connecticut Style” on WTNH Channel 8

The Silver Premier Club continues to attract customers around the world, as it experiences daily growth in the US, Canada, Australia, and Great Britain.

Cleveland-­‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-­‐Shain, has earned the esteemed CFP® Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work”.

The American Association for Long-Term Care Insurance selects Cedar Brook’s Eric Rubin to receive the 2012 Achievement Award for a second year in a row.

Charles de Vaulx, Chief Investment Officer and Portfolio Manager of International Value Advisors, LLC shared his outlook and investment strategies with Cleveland boutique financial services firm.

Barbara Pal, a 33-year industry veteran, has received a promotion to Client Manager at Cedar Brook Financial Partners. Cedar Brook is a Cleveland-based wealth management firm. It is one of the region's largest independent financial planning firms.

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland-based Buzek Wealth Advisors joins Cedar Brook Financial Partners to increase its geographic footprint and capabilities.

Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

For 5th year in a row, wealth management firm raises money for American Heart Association’s Go Red for Women Campaign.

Megan Farnsworth, Senior Account Manager of Cleveland-based Cedar Brook Financial Partners' Employee Benefits Division, hits 5-year career milestone.

Cleveland-based Cedar Brook Financial Partners is merging with Bloomfield Hills, MI-based wealth management firm, The Professional Advisor Group, LLC.

It's looking like stocks may waver as we continue into the traditionally slower summer trading months. Without leadership, markets may stall.The investment strategy George suggests to help you generate some premium income.

The European sovereign debt issue remains a shadow over the economy and markets. It could take years for the problem to actually go away. So what is the investment strategy you can use now that pays off better over time?

A new report from PricewaterhouseCoopers (PwC) showing that demand for wood fibre is set to increase over the coming decade, has been enthusiastically welcomed by Greenwood Management.

The stock market is definitely in need of a correction/consolidation and the catalyst could be a combination of events: conflict in North Africa; the end of 2010 fourth-quarter earnings season; a generally tired market; and higher oil prices.

My view on the state of the stock market is that the S&P 500 Index will hit 1,500 this year. That’s about a 15% gain from the current level and would represent a gain of about 20% for the entire year.

Listen up folks, stock markets have had a great run and there may be more upside moves ahead of us as the economy continues to improve, but this is not a time to be aggressive.

The two key principles Michael has followed for 30 years to achieve success as an investor in the stock market.

Markets are continuing to edge higher after breaking above the previous chart tops, which is technically bullish. The DOW is 0.67% below its chart top, but I suspect this will be broken.

Pressures on agricultural production in a bid to pre-empt global food shortages brought farming and fertiliser companies into the share market spotlight in August. We talk to Adrian Trollor, Investment Sustainability Manager at Advance...

Do you have an investment strategy? Most of us at least have a savings account at minimum and many have a 401K from work or an IRA or mutual finds, all of which have been volatile at best this last year.

Even before the three letters ‘GFC’ became part of our everyday language, Advance always had a diligent approach to managing risk.

Buy and hold or market timers agree that emotions are bad for investing and here is why.

Understanding ETFs may require some assistance so advisers have an important role.

The investing strategy that we have here at Eleven Two Fund Management is unemotional and based on a strategy that gives us a decision to make that is not based on my emotions and this allows us to avoid the decisions that are being made by the herd.

After identifying an appropriate asset allocation of stocks, bonds and cash, and determining a diversification strategy, an investor must choose specific investments. There are over 26,000 mutual funds. How can an investor know which funds to trust?

Portfolio Research, LLC, a team of experienced financial professionals, is proud to officially launch its online investment model – the I-Pro Investor Suite – to clients.

Martin Leibowitz, the Chairman of the marcus evans Foundations & Endowments Investment Summit 2010, addresses some of the concerns shared by endowment and foundation investment executives in North America today.

Joanne Segars, a speaker at the marcus evans European Pensions & Investments Summit 2010 shares her views on some of the most critical issues facing Chief Investment Officers today.

Roth IRA Conversion creates the unique benefit of tax-free withdrawals and ideal for investors with time to watch investments mature

A recently launched service, named MacroAlert provides individual investors with a safe investment strategy. The service is suitable for any investor with an investment or retirement portfolio, such as a 401k account.

Discover your risk profile and the best approach for entering the financial market as an investor. Find out the investment strategies which will be effective for your investment portfolio.

A Investment strategy for retirement funds will protect your account in the long term. The best indicator by professional Mutual Fund Managers and Wall Street Advisors is the S&P 500 Index.

Recently many Australians and New Zealanders have discovered ways to earn money without working hard, all thanks to Jamie McIntyre, Financial Education expert.

This short article outlines the results obtained for the month of February using the strategies taught on the author's blog. There were 73 winning trades and 6 losing trades for a net profit of $13,400.