Issues and Opportunities to Address by December 31st
One good thing about the calendar is that it forces both closures and new beginnings. Or, for those matters not dependent on the calendar, it provides an opportunity to discuss and review with you important financial planning issues, at least once a year
We always look to discuss, first and foremost, what is on your mind -- what are your most pressing issues? Look over the checklist of items more ...
I remember an advertisement in the 1980's with GM trying to rekindle the Oldsmobile brand but proclaiming that "It's not your father's Oldsmobile." It obviously didn't work, and in 2004 the last Olds rolled off the assembly line. In a similar vein, the tried-and-true static asset allocation that has been preached for ages of having your investments allocated 60% to stocks (equities) and 40% to bonds (fixed income) has gone the way of Oldsmobile or for that matter, GM.
Well, I think more ...
Eric Linser, CFA | July 30, 2009
If you listen close enough, you might hear the stampede of retirees running down to Wal-Mart for the newly opened "greeter" position. I hope it doesn't come to that, but it is tough to make ends meet, especially when expenses are up and income is down.
Those just retiring or looking to retire definitely know there is risk in their investment portfolios. They face risk from outliving their savings and from inflation which more ...
Disclaimer: All articles are for informational purposes only and do not constitute offers/solicitations to sell or purchase any security or investment product or service; this information is provided solely for your personal use and is not intended to be investment advice; all investments are subject to risks, including possible loss of the principal amount invested; diversification does not protect against a loss in a declining market or ensure a profit; stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries; foreign investing involves additional risks including currency fluctuations and political uncertainty; prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks; investments in bonds are subject to interest rate, credit, and inflation risk; past performance is no guarantee of future results; nothing constitutes tax or legal advice; investment products described herein are not bank deposits; are not insured by the FDIC or any other governmental entity; are neither obligations of, nor guaranteed by Green Valley Wealth Advisors, LLC. We are not responsible for the accuracy or content on third party websites; any and all links are offered only for use at your own discretion; and our privacy policies do not apply to linked websites.