Tagged with Stock Market

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