The Chicago Financial Planner

OCTOBER 21, 2021

This is up from $285,000 in 2019, from $275,000 in 2017 and from $220,000 in 2014. The investments chosen should reflect your risk tolerance and time horizon for the money. According to Fidelity an average couple both aged 65 will spend $300,000 on medical costs in retirement. The estimate was $190,000 in their 2005 survey.

Retirement Planning 193

Retirement Planning Accounting Retirement Planning 193

Good Financial Cents

DECEMBER 22, 2022

There are many options, but your top priority should be choosing an investment that aligns well with your goals and risk tolerance. 2014: 11.39%. Betterment also helps you determine where to invest your money based on your short-term and long-term goals and risk tolerance. Assess your risk tolerance.

Investing 108

Investing Investments Risk Tolerance Accounting 108

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. AI-powered investing taps into technology to handle everything for you, from risk assessment to analyzing the correlation to other kits.

Commission 90

Commission Accounting Investing Investments 90

Cordant Wealth Partners

AUGUST 25, 2021

This is a helpful starting place, but the right answer for you will vary based on factors specific to you—your age, risk tolerance, other assets, spending level, life expectancy, etc. Another way to look at it is not in terms of a recommended maximum percentage but in terms of the downside risk you’re willing to take on.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Better Letter

APRIL 20, 2023

An otherwise great investment plan can readily become a disaster if it doesn’t line up with our understanding, goals, objectives, risk tolerances, and risk capacities. Risk is a complex and multi-faceted thing – it’s much more than just volatility. Manage risks before managing returns.

Investing 86

Investing Investments Distribution Risk Tolerance 86

The Big Picture

FEBRUARY 20, 2024

You had a speech around 2014 where you said the Fed was late in recognizing how long they kept rates low for, and that the liftoff from oh four to oh six should have happened faster and sooner. I said, no, Bob, I don’t think my, my risk tolerance is, is, is right for that. 00:52:16 [Speaker Changed] Really interesting.

Banking 147

Banking Economy Marketing Marketing 147