Archive for November 2019

Avoiding Large Losses in Your Portfolio

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional. Your risk tolerance is balanced against your time horizon,…

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Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?   “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their…

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End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2019.  What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your…

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The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations…

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