If you were looking for a definition of a financial planner in the recent past you might have found “A financial advisor/planner helps you create and execute a financial plan. Your advisor determines how much money you have now, how much money [...]
Today’s column is about Risk. It is fascinating to me that Risk can be so hard to comprehend and appreciate and thus be so easy to ignore. So let’s see if we can find a way to feel the risk present by looking at it from a different angle.
In everyday discussions, about anything at all, it is common to encounter the terms; Baby Boomer, Generation X and Millennials. Can people really be categorized so easily that the discussions and any conclusions must be varied for these [...]
As a financial planner, I believe that my clients have only three options with their money. Spend it now, spend it later or give it away. This focuses my main job on helping them find the appropriate balance between these three actions.
Don't wait until your allocation disappoints! Learn why you should be revisiting your portfolio allocation and the level of risk attached.