The Chicago Financial Planner

JUNE 13, 2022

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. For example during the 2008-2009 market debacle I looked at funds to see how they did in both the down market of 2008 and the up market of 2009. Focus on risk.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

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. As someone saving for retirement , what should you do now? Has the market rally accelerated the amount you’ve accumulated for retirement relative to where you had thought you’d be at this point?

Retirement 130

Retirement Marketing Marketing Financial Planner 130

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. Any investment strategy that does not incorporate your goals, time horizon, and risk tolerance is flawed. Approaching retirement and want another opinion on where you stand? Take stock of where you are.

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Inside Information

JUNE 25, 2024

For more years than I’d care to name, I’ve been trying to put my finger on exactly why I have a such a huge problem with the traditional (Think: Riskalyze, now Nitrogen) risk tolerance assessments in the financial planning profession. You can actually test various bear markets and adjust accordingly.)

Risk Tolerance 40

Risk Tolerance Financial Planning Portfolio Asset Allocation 40

BlueMind

SEPTEMBER 11, 2022

However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Investing 98

Investing Caffeine

MARCH 1, 2024

Regardless, the goal of long-term investing is to master the art of maximizing returns and limiting taxes subject to your risk tolerance. Just imagine what unknown leaky costs on your investments could mean for your retirement. Do you want high or unknown investment fees to delay your retirement by years? I think not.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Darrow Wealth Management

MARCH 28, 2022

A strong savings rate relative to your income can help you build reserves before retirement—and during retirement, the focus should be maintaining a reasonable and flexible withdrawal rate relative to your investable assets. And during periods of high inflation or market volatility, the negative effects of over-spending are magnified.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52