Archive for Tag: risk

Staying the Course

Staying the Course Investors tend to see short-term volatility as the enemy.  Volatility may lead many investors to move money out of the market and “sit on the sidelines” until things “calm down.”  Although this approach may appear to...

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Identity Theft-5 Things You Need to Know

Identity theft is on the rise. The most recent statistics come from 2014, according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is nearly 7% of US residents. Most victims...

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Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k) plan and a pension plan, but a non-qualified deferred compensation (NQDC) plan as well. Like 401(k) plans, NQDC plans...

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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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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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