Blog

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 »
Read More

What Exactly is a Target Date Fund?

Apr 20th, 2021 • Lisa W.
If you participate in a workplace retirement plan (401(k), 403(b) or similar), there is a very strong possibility that you are invested in a target date fund (TDF). In 2020, 50% of 401(k) accounts were held exclusively in target date funds, and 75% of accounts contained at least one TDF. But do you know exactly … more »
Read More

A 90 Day Fiancé Finance Parable

Mar 16th, 2021 • Gayle E.
While I was watching 90 Day Fiancé, a situation arose that made me think, “this needs to be a blog post!” First off, let’s address the fact that I was watching 90 Day Fiancé — I’m unapologetically entertained by my no-longer-guilty pleasure. Ok, on to the situation: A divorced, wealthy father of two becomes engaged … more »
Read More

Sign up for email updates