Mar 23, 2018
Learn and understand that asset allocation is the mix of your entire investment portfolio. Here, I discuss seven pitfalls of having an asset allocation strategy that just doesn't work. The wrong allocation could cause you to decimate your life savings or force you to dial back your lifestyle.
Main Questions Asked:
- What...
Mar 16, 2018
Be aware of the stresses that happen when you retire and when you're about to retire and learn methods to cope or prevent these possible stresses.
Main Questions Asked:
- Are you prepared for lifestyle changes after retirement?
- Do you have new challenges and opportunities to fill your time?
- Are you making decisions that...
Mar 12, 2018
Volatility in the market is here with a vengeance. We knew that sooner or later that this would happen and today we learn how to position and protect your investments in a volatile market.
Main Questions Asked:
- What decisions should you make right now?
- Does your portfolio match your tolerance for risk?
- Is your...
Mar 2, 2018
Learn how your financial life relates to different weather forecasts. We have tips to avoid bad weather and strategies for when weather is a certain way. Why not have strategies when things happen in your financial life? Learn about financial situations that are unique to baby boomers.
Main Questions Asked:
What...