risk
Is a 30% Stock Market Return Achievable?
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…
Staying the Course
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money…
Late in Life Career Changes: Second Acts for Older Adults
Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…
Identity Theft-5 Things You Need to Know
Identity theft is on the rise. The most recent statistics (2014), according to the Bureau of Justice Statistics, an estimated…
Now the Good News!
Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as…
When Investing Read the Not-So-Fine Print!
Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…
Non-Qualified Deferred Compensation Distributions
Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…
Should I Get Out of My Variable Whole Life Insurance Policy?
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…
Caution: Robo-Advisor Ahead
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…
Pension Risk: Is Your Pension Safe?
In a previous post, we discussed three distribution options available to pensioners. That is, how will you receive the money…