The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Focus on risk.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” Manage your portfolio with and eye towards downside risk. Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

Good Financial Cents

JULY 3, 2023

O ne of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRA’s ?” If you had invested into the stock market in 2008, your Roth IRA probably paid closer in the -30% range. ” Both of those questions are extremely hard, if not impossible, to answer.

Retirement 77

Retirement Accounting Taxes Investing 77