Category Archives: Financial Education

market volatility and risk tolerance

Risk Tolerance and Reaction to Past Market Volatility

In the markets, we had a negative 2018 but started off with strong January 2019 performance.  Frankly, I’m a little disappointed about the 2008 data dropping off the fact sheets. Why am I sad to see those numbers go away?  Because, I like to use them to gauge a participant’s ability to tolerate risk. 

Feb 11, 2019

Even a groundhog can’t predict the future It’s February 2019.  Most of us have probably broken or revised our New Year’s resolutions by now.  After a few brutally cold days, the...

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market fluctuations

Market Fluctuations

Here are some thoughts to consider when reviewing your investments during a market downturn.

Feb 13, 2018

I was driving for about a year when I received my first speeding ticket. Do-gooder that I am, I was a bit dramatic about it, especially as I explained it to...

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New Year / New Education Strategy

If you are looking to enhance your education strategies consider addressing some of the topics in this post.

Jan 23, 2018

Most retirement plan advisors who are responsible for employee education are experts in conducting enrollment meetings and answering questions related to establishing accounts, explaining the benefits of pre-tax deferral, etc. But...

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