Tagged with Asset Allocation

REFLECTIONS

REFLECTIONS

As 2017 comes to an end, I have been thinking about what I have learned in my over 30 years as a financial planner.  I have been fortunate enough to have been through some severe downturns in the markets and have managed to learn a few things.  As I, and my clients get older, I … Continue reading

ASSUMPTIONS MATTER

ASSUMPTIONS MATTER

One of the key things a financial planner does is make sure a client is using appropriate assumptions given the current environment.  We use sophisticated planning software to predict the probability of a client achieving their goals.  These applications go a long way in projecting all the possible outcomes, but the models are only as … Continue reading

AMERICAN SNIPER

AMERICAN SNIPER

I recently saw the movie American Sniper.  In honor of that movie I thought I would write about the most deadly retirement enemies.  These are the combatants that can take you out unless you know about them and have a plan to protect yourself.  The hazards you face during retirement are different than those you … Continue reading