Presented by Gabe Lapito and Ryan Gomendi If you’re like many investors, you’re starting to worry. After all, the stock market has declined for the third month in a row, with the S&P 500 in correction territory (i.e., down 10+ percent from the peak). Plus, important trend lines (e.g…(Read More)
There is no disputing the last few weeks in the markets have been challenging. Everyone is trying to predict how deep the declines will go and memories of 2008 and “corrections” are forefront on the minds of investors. The news media sensationalizes the market’s performance, but what does the recent volatility mean and how…(Read More)
One of the most important things we assist clients with at Strategic Retirement Plans is identifying and mitigating risk. Risk management comes in many different forms: managing the risk in your investment portfolio or managing the risk of having enough funds in retirement. One risk that must be considered in any holistic financial plan is…(Read More)
Have you ever wondered what goes into the strategy for investing our clients’ funds? What does that process look like and how is it different for each client? We’d like to give you a peek behind the curtain at what we do to prepare and customize an investment strategy for each client. It all…(Read More)
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Advisors label as aggressive or risky an investment…(Read More)
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a…(Read More)
If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not surprisingly, it’s also when many crooks and scammers come out of the woodwork. For them, it’s…(Read More)
You’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you financially prepared for a leaky roof? How about a broken-down car? If you lost your job, how long would you be able…(Read More)
One of the biggest themes of the past year has been the scary truth that our personal information may not be as secure as we think it is. Yet, even as headline after headline announces the latest data breach, many consumers are not proactive about protecting their security. A recent Associated Press-GfK poll found…(Read More)
Are you one of the millions of consumers who hunt for deals and unique items on sites like eBay and Craigslist? While cyber shopping can be a convenient way to find bargains on both new and used items, it’s important to protect your identity and financial information, especially when dealing with individual sellers (as…(Read More)
Article Categories
Ready to Get Acquainted?
