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Tag: asset allocation

Bonds an Investment Class Worth Some Excitement

Watch this video on YouTube “One thing I definitely don’t want in my portfolio is bonds,” a prospective client told me a few weeks ago. “Bonds are boring and don’t give good returns.” Her confidence in her money script that bonds had no place...

Find Your Comfortable Risk Tolerance

Watch this video on YouTube Last week I discussed the importance of understanding how much risk you can comfortably tolerate in your investments. If you are new to investing, or if you aren’t sure how much risk you are taking in your current portfolio, it may be...

Investment Risk Tolerance More Art Than Science

Watch this video on YouTube If I asked you how much risk you are taking with the investments in your retirement plan, what would you say? My guess is nine out of ten people couldn’t answer that question in a meaningful way. Answers like “A lot,”...