Tag Archives: risk tolerance

Online Investment Platforms: Wave of the Future or a Passing Fad?

Should you consider using an online investment platform to create or monitor your asset allocation plan? Continue reading

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Are You Choosing the Right Investments in Your 401(k) Plan?

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

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Understand the Facts About Target-Date Funds

If you are investing in anything, be sure you understand how the investment works at least on a basic level. Continue reading

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Automatic Enrollment Does NOT Mean Automatic Retirement

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

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Crime Pays! (Well…At Least Writing About It)

Be careful of who you trust to manage your money. Continue reading

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When It Comes to Investing, Don’t Just Follow the Money

Your investment strategy shouldn’t be based on following what everyone else is doing. Continue reading

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What to Do With $100,000 in Today’s Economy

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

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What Your Employees Don’t Know About Target Date Funds Could Hurt Them

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

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Will It Ever Come Back?

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

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Nine Key Financial Steps That Procrastinators Miss

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

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