What type of investor are you? Are you conservative, moderate, or aggressive? Why is this important? Take too little risk and it can be a conservative way to go broke. Take too much and you may go broke more quickly. Like the story of the Three Bears you want it just right. Continue reading
Rather than using non-measurable descriptions of risk like conservative, moderate, aggressive, your customized retirement plan needs to be the foundation to measure risk. A good retirement plan starts with carefully modeling your lifestyle goals, optimizing your income sources from Social Security and pensions, and stress-testing investments against your plan. Once this is done the three types of risk below can be more accurately discussed. Continue reading
Hear Kevin discuss Maslow’s work and how it relates to retirement. He’ll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same. Continue reading
Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate? Tune in to find out and become a more informed investor. Continue reading
One of the beginning steps in every retirement plan is to value your assets and project their values into the future. Valuing assets like stocks and bonds is easy (though making accurate projections becomes more difficult.) Complexity increases even more when you consider illiquid assets like real estate and business ventures. Continue reading
