Author: Bloom Investment Counsel, Inc.

How to Build Generational Wealth

How to Build Generational Wealth
Generational Wealth

Many parents save what they can in the hope that they can pass along some money—perhaps in the form of college tuition or a first home down-payment—to help their children or grandchildren start their adult lives with less debt. But if you’d like to leave behind greater financial security, or even a legacy, then it’s worth learning how to build generational wealth.

Continue reading

The Balance Between Investment Performance and Risk

The Balance Between Investment Performance and Risk
Balance Between Investment Performance and Risk

Translating risk tolerance and goals to an investment strategy means finding the balance between investment performance and risk. All investments are subject to some degree of investment risk and each investor has their own level of risk tolerance. This article discusses investment risk, investor risk tolerance, and how investors can manage risk to attain their investment goals.

Continue reading

Blue Ribbon Income Fund: Past, Present, Future

Blue Ribbon Income Fund: Past, Present, Future

Watch M. Paul Bloom, Chairman at Blue Ribbon Fund Management Ltd. (President & CIO at Bloom Investment Counsel, Inc.) join Michelle L. Tiraborelli, Senior Vice President at Brompton Funds, for a review of Blue Ribbon Income Fund’s performance in the past and present.

Bloom Investment Counsel has been the portfolio manager for Blue Ribbon Income Fund since its inception 25 years ago.

Continue reading

The Importance of an Investment Policy Statement

The Importance of an Investment Policy Statement

An Investment Policy Statement (IPS) is a crucial, client-specific document developed between you and your portfolio manager. It documents your financial objectives, constraints, unique circumstances and overall governance procedures, all of which are to be applied to the investment related activities carried out on your behalf by your portfolio manager.

Continue reading


© 2022 Bloom Investment Counsel, Inc. All rights reserved. E & O E.

Powered by W3Schools