Financial Wellness @ Work

Are You Taking Too Much Risk With Your Investments or Not Enough?

Last week, I wrote about which investment firm is the best.  (You’ll have to read the blog for the answer!)  As a part of that blog, there were some questions I left unanswered.  So I’ll address two of them today and the remainder next week. Read more

A Case for Rebalancing

Have you heard the term “paper loss?”  It’s a nice way of saying that you haven’t really lost money on your investment until you place a sell order.  Most investors become familiar with this phenomenon occasionally in their investing life.  But what about the seldom used term “paper gain?”  It’s very likely that you have never heard of that one (since I want to believe I coined it!).  It is the opposite of a loss situation.  You actually made money!  But guess what?  It’s only on paper until you sell. Read more

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