Investing is essential for building wealth and securing financial stability. However, understanding how well investments perform can be complex. By evaluating the right metrics, you can gain valuable insights into your portfolio’s health and make informed decisions to optimize returns. … Continue reading
Tag Archives: Investing
How To Navigate Markets In An Election Year
It’s almost Election Day in the US, and opinions are flying. But should elections sway your long-term investment strategy? Continue reading
Retirement “Magic Numbers” Make Little Sense
In this episode, Tyler Emrick, CFA®, CFP®, explores why targeting a “magic number” of retirement savings falls well short of good retirement planning. Continue reading
Risk Management Strategies for Evolving Investment Objectives
When it comes to investing, one size doesn’t fit all. Each investor has unique goals, time horizons, and risk tolerance. That’s why tailoring risk management strategies to your specific investment objectives is crucial. Here are some issues to consider: Understand … Continue reading
How Risky of An Investor Are You?
In this episode, Tyler Emrick, CFA®, CFP®, takes a deep dive into the world of risk. Is filling out a simple questionnaire sufficient? How about telling your advisor, “I’m moderately conservative?” Don’t these seem fuzzy at best? Continue reading