FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
At Journey Capital Associates, we specialize in active portfolio management. We rely, primarily, on technical analysis for our portfolio selection decision making with cyclical analysis and fundamental analysis also being a consideration. We employ a proprietary methodology to determine when and to what degree our portfolios should have exposure to the capital asset markets. Our preferred holdings for equity, fixed income and alternative positions are ETP's and individual stocks, deferring to the suitability of each individual account. As a method of reducing risk in our portfolios, we make use of protective stops in an effort to limit downside exposure resulting from volatility.
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.