Find the Right Financial Advisor for Planning Your Long Term Investment Goals

Tracking Investment Performance

This is my approach to building a portfolio. Instead of investing more of my own money, I use tools to improve how I track and measure investment performance. I read about the Schwab Intelligent Portfolios and Eleven and started following links and reading the information, like this website by money.usnews.com. What caught my attention is the tracking of investment performance. This is not specific to a given fund or index, but the idea that investing activity is tracked and graphed by time frame and fund. It’s great for visualizing the difference in an investment strategy over time.

This concept is even better when applied to investment returns. The task is figuring out a portfolio return that is better than the market return with a given amount of money invested and set aside with a consistent schedule. Now, depending on the timeframe, the difference will only be negative if there’s a large decline in the stock market.

Tom Vreeland is the author of My Money’s Worth and Get Back On Track: 8 Simple Ways To Turn Your Financial Goals Into Reality. He regularly blogs for Fast Money Alert and The Wall Street Journal.

Also read: Tom Von Reckers

Financial Advisor Disclosure

Investment advisors are required to disclose certain transactions to the SEC. Such disclosures are made in the “Offering Documents” filed with the SEC, which are available to the public through the SEC’s EDGAR system at https://money.usnews.com/ In addition, certain financial advisors may provide services to clients through separate registered broker-dealer firms. Please see the disclosure for those entities for more detailed information.

Securities and Financial Planning

Investment recommendations are for informational purposes only and should not be considered investment advice. Nothing contained in this report is considered legal or tax advice and readers are encouraged to seek the advice of an appropriate professional. Investment recommendations are subject to change at any time based on evolving market conditions.

The information provided is based upon various assumptions and reports and interpretations of historical data. Such opinions may differ from opinions of other DMA writers. More details are available in Von Reckers article The S&P 500 Since 1996.

Securities and Investment Management

Tom Vreeland is the author of My Money’s Worth and Get Back On Track: 8 Simple Ways To Turn Your Financial Goals Into Reality. He regularly blogs for Fast Money Alert and The Wall Street Journal.


Editor’s Note: Von’s suggestion of changing the name of your portfolio to reflect the activity in your investments (e.g. “Tom Von Reckers Fast Money Index” instead of “Tom Von Reckers Inflation Index”) came up in one of our online polls. In an effort to limit personal responses, Tom selected only a select few of the other suggestions that were submitted.


Von earned a BS and MS in Engineering from Stanford University and a MBA from MIT.


Copyright 2013 Tom Von Reckers – All Rights Reserved


There is no claim of ownership to the name Tom Vreeland, which may not be used in any other way without the owner’s permission. Tom Von Reckers branding and all

Related Links:

https://money.usnews.com/financial-advisors/advisor/thomas-von-reckers-704779

https://www.officialusa.com/names/Thomas-Von-reckers

https://www.crunchbase.com/person/tom-von-reckers

https://www.theroguemag.com/top/roles-of-a-financial-advisor-explained-by-tom-von-reckers/

https://www.dnb.com/business-directory/company-profiles.von_reckers_wealth_management_llc.44a453d1981ba326dcd88571f1f8c68d.html

https://www.buzzfile.com/business/Von-Reckers-Wealth-Management,-LLC-303-280-8080



Comments

Post a Comment

Popular posts from this blog

4 Things You Must Know Before Hiring a Financial Advisor

 1 Are You a Fiduciary? In my view, consumers of wealth in any era deserve the assurance that they will always be compensated for their investment and risk investments. At my firm, we created Wealth Plus. The process gives consumers a simple “vision statement” that presents a clear opportunity for investment and guidance. It also clearly states the wealth opportunity for them. It speaks clearly of a structure that will invest in products that seek to reduce risk and invest in financial products that seek to create wealth. With Tom as CEO, I want Von to always be at my side. I know that he has the same mind as I do, but I also know that Von also has strengths that I don’t. I believe that Tom and Von and Von’s team can provide advice that is very powerful and effective. I think Tom’s team will be a very good addition to Von’s team. I think Tom is a good match for Tom and Von and I think Tom will be a very good match to Von and Von’s team. 2 What is Your Area of Expertise? In 2012, Tom V
Read more

How To Make The Bookkeeping Process Efficient?

  Many companies associate the word “Bookkeeping” with the disturbing image of a disorganized and disorganized invoice file. Payment deadlines are approaching and labor-intensive accounts Optimize bookkeeping processes to improve productivity. Invest in your company’s future by saving time and money. Significantly reduce stress and anxiety. Read More:   Tom Von Reckers Financial oversight will put your company in a stronger position to manage risks to suppliers, customers, and clients. Well-organized companies can better understand their situation and have access to trusted interactions with third parties. Increase your public image. Two steps to effective bookkeeping You can ensure the efficiency of your bookkeeping system by using these two tips. 1. Go Paperless If you are serious about improving your bookkeeping practices. Paper systems are running out of space. Handwritten invoice notes and paper bank statements are difficult to prepare. Soon you will feel tired. It doesn’t matter
Read more

The Advantages of Saving Money

 In the long run, you'll be in a lot better financial condition if you can save for what you need. You will spend less for everything you purchase as a result, and your situation will be less stressful. But keep in mind that some borrowers just don't care if they have debt as long as they can repay it.. Must Read:  Financial advisor When a job is lost or a health problem happens and there isn't enough money in the bank account to cover the payments, a financial crisis occurs. When creating their financial plan, someone who has effectively set up their money will account for these kinds of situations. The following are the top five justifications for not borrowing instead of saving money.  NO DEBT You become indebted when you borrow money to buy goods you desire or need. It indicates that you owe money to another person. All of it must eventually be repaid, along with interest. If you owe money to creditors, there is no use hiding your head in the sand since the obligation w
Read more