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Mitlin Financial Inc. - An SEC Registered Investment Advisor - Volatility

Active Investing

As we had learned about the inner-workings of passive investing in the previous edition, we will now focus our attention on passive management’s counterpart, active investing (active management). Under this type of investment management, managers take a more proactive approach in effort to achieve optimal returns and to outperform the market.

What is active investing and how does it work? This investment strategy uses the human touch to actively manage an investment portfolio. Managers will utilize analytical research, forecasts, as well as their own investment experience, expertise and judgment in an effort to make the best possible investment decisions regarding what securities to buy, sell or hold. Active managers tend to believe that short-term price movements are significant and that these movements can often times be predicted. They are not bound by any single index fund’s performance potential and can deploy a multitude of strategies with the goal of outperforming an investment benchmark index. Some of the strategies used by active fund managers to construct their portfolios include risk arbitrage, short positions, option writing and asset allocation.

Mitlin Minute: Market Update October 11, 2018

In this edition of Mitlin Minute we discuss the recent market selloff and what you should be thinking about and how to appraoch the recent events.

These are times where it is important that your advisor is communicating with you.   Be sure to share this Mitlin Minute with your network.  They can feel free to contact us if they are not hearing from their advisor for a free no obligation consultaion.  Many times minor adjustments can lead to major improvements.

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Market Volatility- Are your emotions on the same up’s ⬆️ and down’s ⬇️ as the current markets?

In this edition of Mitlin Minute we discuss Market Volatility- Are your emotions on the same up’s ⬆️ and down’s ⬇️ as the current markets?

These are times where it is important that your advisor is communicating with you.  Have you heard from your advisor?  Are they communicating with you?  Do you have a plan? 

Be sure to share this Mitlin Minute with your network.  Please feel to contact us for help understanding the historical context of the market and why it’s so important to have and follow a personalized plan

Many times minor adjustments can lead to major improvements.  

 

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.  Past performance is not indicitive of future results.

Mitlin Minute: Turkey Day Conversation

In this edition of Mitlin Minute we discuss how Mitlin Financial has communicated with their clients through this period of volatility.

These are times where it is important that your advisor is communicating with you.  Have you heard from your advisor?  Are they communicating with you?  Do you have a plan? 

Be sure to share this Mitlin Minute with your network.  They can feel free to contact us if they are not hearing from their advisor for a free no obligation consultaion. 

Many times minor adjustments can lead to major improvements. 

 

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.