Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is to select the correct mix of investments. This is your asset allocation, and it is designed to keep your plan […]
Read More… from Keeping Your Balance: Lowering Volatility and Managing Risk
The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made, but as this year unfolds, it brings additional challenges, including a potential recession. How will that affect financial plans and […]
For most people, steady, ongoing work is the foundation of their wealth. Career success and a good salary, or building and growing your own business, is the means to a lifestyle you enjoy now and the promise of a stable financial future. For others, an inheritance, a windfall from an investment or employee stock, selling […]
The stock market lost over 10% of its total value in a single day in March 2020. While many investors sold out of their positions, those who held on and continued investing were rewarded, heavily. In just 354 days following the crash, the stock market, as represented by the S&P 500, surged back into a […]
An important role of a financial planner is creating a diversified portfolio that has the potential to meet your financial goals. But the most critical factor in achieving them may be to ensure that you stay on plan and remain invested for the time horizon. The benefits that accrue to the patient investor – the […]
