Category: Risk Management
Assumptions in Retirement
We often make assumptions daily, such as “the grass is always greener on the other side” or “if you ignore a problem, it will go...
Is Your Portfolio Highly Correlated with the Market? – Part 1
The more closely your investment portfolio resembles the stock market, the more likely your portfolio will produce results similar to the market. In finance, this...
Cash Reserve in Retirement
Do you keep a spare tire in your car? You hope you will never have to use it, but it is good to know it...
Long Term Investment Truths Part 1
We believe a long-term investment philosophy is key to creating and preserving wealth. While many investors claim to be “long-term” oriented, many of these self-proclaimed...
The Hidden Cost of Owning Too Many Investments – Part 1
Assuming you invest in individual stocks and/or mutual funds, what is one of the first questions you should ask if you want higher investment returns?...
Sequence of Returns Risk
When buying a home, you probably know many potential risks, such as the risk your home will go down in value over time or the...
Learning from Biases and How They Affect Our Financial Choices
“Men willingly believe what they wish.” – Julius Caesar The Roman Emperor Julius Caesar was alluding to bias, which happens when individuals process information around them...
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