Diversification: Why is it Important?
What is Diversification? Diversification is all about risk and preparing for it! It is easy in times like now to want to put all of your marbles in one jar, especially if that jar is the S&P 500! However, as we build portfolios for retirement, we have...Video: What is the appropriate withdrawal rate?
So you work really hard saving money in investment accounts and retirement accounts, and then you come to retire, how much can you take from your portfolio each month? What is the appropriate withdrawal rate? What is a withdrawal rate? How is this rate decided upon?...
Devising a Data Breach Game Plan
Presented by Gabe Lapito and Ryan Gomendi As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this situation can feel overwhelming. If businesses can’t protect themselves from cyberattacks, what...
Will the Market Keep Dropping?
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,...
What To Do With Volatility?
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...Ready to Get Acquainted?
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