Risk Management: Asset Allocation
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
How to not run out of money in retirement
Retirees are living longer and enjoying many years of good health after they are done working. The average life expectancy of someone age 65 is into their mid-80’s with a high probability of making it into their 90’s. With inflation as high as it’s been in 40 years you may be wondering about how long your money will last.
Quarterly Investment Commentary – Q3 2021
When is transitory inflation no longer transitory? Last quarter we wrote a lot about inflation; in particular how the Fed has labeled current inflationary pressures as transitory (i.e. temporary) and they were open to “talking about talking about tapering”. Since...
Quarterly Investment Commentary – Q2 2021
‘Inflation’ is the word of the quarter Just like last year’s shutdown was unlike anything we have seen, it should come as no surprise that the recovery has also been unlike any other. With tremendous amounts of fiscal stimulus being pumped into the economy,...
Long-Term Investing: The Key to a Successful Retirement
Being a successful long-term investor is easy as long as you keep these key takeaways into consideration: Be patient and remain calm in all market environments (we take each scenario into account when building your asset allocation).Your retirement time horizon could...
Quarterly Investment Commentary – Q1 2021
It is hard to believe that we have been dealing with Covid-19 for over a year now. Remember where we were at the end of the first quarter of 2020: the longest bull market run in history had ended, we experienced the fastest bear market in history, and we were all...