Posts Tagged ‘risk management’
How to Review the Performance of your Investments
Your investment statements are arriving, so many of us will take a look at our investment accounts to see how we (or our advisor) did. Unfortunately, it can be a bit confusing to determine if we did well, average or poorly. Let’s look at the items that will help you determine how you did. How…
Read MoreSpecial Report – Interest Rate Spikes and the Bonds in Your Portfolio
There is rising concern regarding the impact of higher interest rates on the bond funds in client portfolio. The purpose of holding bond funds is to provide a return above the level of cash while waiting for a more rational stock market environment. As always, the potential return over and above money market funds comes…
Read MoreOur Thoughts on ‘Brexit’
Political events in Europe have taken center stage in the news and effects have rippled out across financial markets around the world. On Friday, the U.S. stock market, as measured by the S&P 500, fell by 3.6%. The rest of the world fared worse; Europe fell by 8.9% and the Europe/Asia/Far East index declined more…
Read MoreJune 2015 – Take Our 1-Question Downside Risk Quiz
Our Risk Quiz – How Much Money are You Comfortable Losing? How would you answer the following? You are 55 years old and have managed to accumulate $337,400 in your retirement savings account. During the next market correction, how much of that balance are you willing to lose? $0 $25,440 $37,400 $67,480 $158,900 The last…
Read MoreCyber Security Threats and Your Private Information
Throughout 2014, news headlines contained stories about the breach, and theft, of Non-Public Information; or NPI. From retailers to financial institutions to movie producers, it is evident that our private information is under attack more than ever. In response to this new wave of cyber security threats, the SEC has announced a Cybersecurity Initiative. This…
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