Posts Tagged ‘assets’
Why Sequence of Returns Risk Matters Now
The stock market initially posted a major drop at the beginning of the U.S. coronavirus outbreak. Since then, it has gained back some ground, but there continues to be daily volatility with no end in sight. That initial shock affected a lot of people. In fact, the Spectrem Group reported that the number of U.S.…
Read MoreInvesting for Income
Investing for income is generally the modus operandi of a retirement portfolio. That’s because the so-called “accumulation phase” ends and the “distribution phase” begins. In other words, retirees stop focusing on getting rich and become more concerned with paying their bills and living a comfortable lifestyle. Income investing is different from growth investing but should…
Read MoreDiversification Key to Disciplined Investing
Remember the story of Chicken Little? (Or Chicken Licken or Henny Penny, depending on where you live.) An acorn drops on his head, leading Chicken Little to believe the sky is falling. He proceeds to whip everyone around him into a frenzy, and they march off to tell the king about the falling sky. The…
Read MoreWhat Gets Left Behind: Helping Clients Handle a Loved One’s Estate
As a financial advisor, you are witness to some of the best moments of your clients’ lives – but you’re also there for some of their lowest. This is especially true when a client dies, leaving behind a spouse or children who must wrap up their loved one’s affairs while grappling with their loss. After…
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