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Tag Archives: risk tolerance
Should you consider using an online investment platform to create or monitor your asset allocation plan? Continue reading
How you go about choosing your personal asset allocation depends on factors such as how long you have to reach your goal (a.k.a. “time horizon”) and your comfort level with the ups and downs of investment markets. Continue reading
If you are investing in anything, be sure you understand how the investment works at least on a basic level. Continue reading
If you or someone you know has recently been automatically enrolled into their 401(k) plan, here are two things you should do to improve your chances of a comfortable retirement: Continue reading
Be careful of who you trust to manage your money. Continue reading
Your investment strategy shouldn’t be based on following what everyone else is doing. Continue reading
Tweet I actually get this question quite a bit on our financial helpline and in our worksite financial planning sessions, not so much that someone got an inheritance (though I did get that last week), but many people simply want … Continue reading
Tweet Some of the most common questions that I’ve been receiving from employees during recent retirement planning workshops relate to confusion around the proper use of target-date funds. Ironically, these investment options are designed to simplify rather than complicate the … Continue reading
Tweet No, this isn’t an advice column for your love life that’s going to tell you, “If you love something, let it go. If it comes back, blah blah blah…” Nor is this the story of a man’s hairline, because … Continue reading
Tweet Yesterday I went to get a mammogram; the annual “boob smashing” is what I call it. The process isn’t fun so for any of you who haven’t had one, a mammogram basically consists of smashing your breast between two … Continue reading