Kocher Linda Investment Services

Why the outlook is positive for dividend-centric strategies

With volatility making a return, many investors are taking a step back and reassessing their positions

What Will Win the Next 5 Years in Financial Services?

To keep up with potentially disruptive competitors, financial firms must embrace connected data and planning.

Finding Stable Dividends in a Rough Market

In a world of slowing dividend growth and potentially rising interest rates, your dividend investing strategy may need some tweaks.

Here's the best financial advice the country's top advisors ever got

Financial advisors need money tips, too. In fact, sometimes a salient piece of advice led them into the industry. We asked advisors from firms that made the FA 100 list for 2019 for the best money and investing advice tips they ever received.

Terrible Financial Advice: Top 10 Tips You Shouldn't Follow

It seems like everyone from bloggers to your next-door neighbor doles out financial advice these days. It can be difficult figuring out who to believe, and bad tips can pop up as frequently as thunderstorms in the summertime

5 lessons from my $650,000 lunch with Warren Buffett

In 2008, hedge fund manager Guy Spier had a ‘power lunch’ with famed investor Warren Buffett. Here’s what he learned.

Why Financial Wellness Programs Are Not Well

There's a big disconnect between what employees need and what employers offer

Finding Substitutes for Traditional Bond Income in Your Portfolio

Learn more about the investment management industry including Finding Substitutes for Traditional Bond Income in Your Portfolio.

How Green Is Your Bond Portfolio?

ESG analysis is about identifying risks and opportunities that may not be captured in traditional financial analysis. Green bonds are an even more targeted appr

The Worst Investments Of My Portfolio

The time has come to take a critical look at the positions which, at the time of writing, are the furthest underwater in my portfolio to see what went wrong.

Can We Protect Investment Portfolios From Armageddon?

Is there some sort of investment portfolio “insurance” if an event happens that represents the end of life as we know it? Can assets be protected or hedged?

3 Easy Ways to Build a Killer Investment Portfolio

Take 5: What's in Your Investment Portfolio?

Here’s what our faculty have to say about assessing new stocks, investing in green companies—and the benefits of benign neglect.

Is it really necessary to rebalance your investment portfolio?

Periodic rebalancing is generally a good way to keep your investing strategy on track and to prevent your portfolio from becoming too risky during market surges or too conservative after big market setbacks.

How to Find the 'Evil' Investments Hiding in Your Portfolio

If you're wondering whether your portfolio contains some shady shit, the answer is probably yes.

How A Laddered Bond Portfolio Can Mitigate Investment Reinvestment Risk

Don’t let this often overlooked risk sneak up on you. There’s an easy formula to mitigate this risk.

Do Target Maturity Bond ETFs Deserve a Place in Your Portfolio?

These bond ETFs help investors manage interest rate risk and plan for future cash-flow needs.

3 Signs Your Investment Portfolio Needs A Makeover

It may be time to shake things up and start making the moves that lead to long-term wealth.

Worried about inflation? This investment may be an option for your portfolio

Retirees worried about inflation may want to consider Treasury inflation-protected securities, or TIPS, as a way to help maintain purchasing power.

Do You Know How Much Risk is in Your Investment Portfolio?

Risk is everywhere, every day. Are you taking too much risk with your investment portfolio? Too little? How do you know? Find out today.