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Archive for Tag: investing

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary spanning from China to Bulgaria. Undoubtedly, such a vacation will be expensive. To help save for this coming expense,...

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Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...

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Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.

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Doing an Investment Portfolio Comparison

Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the Dow Jones Industrial Average?" The answer to Phil's question simply has to do with which type of . ....

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Pension Risk: Is Your Pension Safe?

In a previous post, we discussed three distribution options available to pensioners.  That is, how will you receive the money offered by your pension? While there are multiple ways a pension fund can pay out benefits, we discussed three...

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