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How do I allocate assets based on my risk preference?

Jun 22nd, 2021 • Lisa W.
Perhaps you have already completed the job of understanding investment fundamentals such as asset allocation, diversification and risk capacity and tolerance. Now what are you supposed to do about it? While there is no formula per se, there are some fairly well established concepts. Your starting point is your capacity to take on investment risk … more »
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Why You Need Disability Insurance

Jun 8th, 2021 • Lisa W.
Hopefully you have health insurance. If you do, you are forgiven for thinking “job done.” But it’s not. Health insurance will not replace your income if you become disabled and are unable to work.  What are the most common disabilities that people experience that cause them to be unable to work? At least one of … more »
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Why You May Need a Roth Account in Your Retirement Plan

May 25th, 2021 • Lisa W.
If you have a retirement account, either through your employer or on your own as an IRA, it is more likely that you have a traditional type (pre-tax) account rather than a Roth account. This is not surprising as Roth IRAs were only introduced in 1997 and many employers still do not offer a Roth … more »
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