Month: November 2021

Risk Tolerance: An Important Ingredient In A Successful Retirement Plan

Risk tolerance is one of the most im­portant factors in your retirement plan. Some people are naturally wired to take risks, while others are wired to avoid risk. In terms of investing, risk tolerance relates to your ability to withstand loss­es. For example, if you’re investing for growth in the stock market, how much market …

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November 2021 – Resolve to Review Your Strategy Before New Year’s

So much for “The October Effect”. The idea that stock market crashes are common in October was not only rejected by Wall Street last month, but it was also completely reversed. After falling by about 5% in September, the market rebounded strongly in October, with all three major indexes hitting new peak highs. What fueled …

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Not Your Grandmother’s Retirement Portfolio

Today’s challenges for retirees and those nearing retirement are  well documented. Traditional fixed income, which has served investors well for decades, now delivers little in terms of yield or capital gain potential. In the mid-1970s through the late 1990s when interest rates were extraordinarily high, U.S. 10-Year Treasury Bills paid between 7% and 8% annual …

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Managing Financial Setbacks – 6 Steps To Help You Get Back On Track

If you’ve recently experienced a financial setback, here are six steps you can take to get back on track. Don’t Beat Yourself Up After experiencing a setback, it can be natural to feel like you did something wrong. However, putting added pressure on yourself will not help. Instead, make a mental note of what might …

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