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Archive for category: News

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Controlling Your IRA Assets from the Grave

Protect IRA Assets from Your Children’s Poor Decisions More and more wealth over the coming years will transfer between generations as our population ages. Investment News stated recently that there will be more wealth transferred from one generation to the next over the next 20 years than in any time in our country’s history. Much of the assets transferred will be IRA money. Many readers of this ...

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The “Coolest” Calculator to Determine Actual Fees in Mutual Funds

I’m a big fan of using calculators to help clients determine the “real-world” math supporting the use of various wealth-building tools. One of my favorite software tools is the OnPointe Investment Risk Analyzer program. The software helps consumers determine their own individual investment risk tolerance and then can be used to score investments. OnPointe can also be used to put together the right...

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Do You Know Your Investment Risk Capacity?

To download a six-page summary explaining risk capacity, click on the following link: Risk Capacity Link Have you ever heard the term “Risk Capacity”? Chances are very high that you have not. Why is that? Most financial professionals focus on the more commonly known term of “Risk Tolerance.” Risk Tolerance is someone’s personal attitude about investment risk, e.g., how comfortable someone is with ...

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A 60/40 Portfolio Can Be Dangerous Today

The conventional wisdom in the financial services industry for the last several decades is that a prudent way to invest money (one that will provide sufficient yields and hedge downside risk) is to use a mix of 60% stocks/mutual funds and 40% bonds. Why a 60/40 mix? The equity part of the portfolio is supposed to drive higher returns but with more risk, and the bond part of the portfolio is suppos...

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Do You Need an Estate and Asset Protection Planning Checkup?

As a general statement, most of the general public who earn a good living and/or have amassed wealth do not have the proper estate plan or asset protection plan. The following are statistics about the more affluent general public* when looking at a group of ten. – 1-2 will NOT have a simple will – 6-7 will NOT have Durable Powers of Attorney – ...

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