by Lloyd Easters | Oct 15, 2018 | Protect
Your poor investment returns may be entirely your fault! I say that tongue in cheek but Dalbar’s Quantitaive Analysis of Investor Behavior study shows how poorly investors perform relative to benchmarks and the reasons for that underperformance. DALBAR publishes a...
by Lloyd Easters | Oct 12, 2018 | Protect
If the market returns around 9% on average why would I need downside risk protection? And, what is that exactly? While the market may average 9% annual return you aren’t getting that. First, no one can achieve the average, only the returns that make up the average....
by Brittany | Sep 4, 2018 | Grow, PERSONAL FINANCE, Protect, Sustain
As financial consultants, we spend a lot of time focused on the health of your financial accounts. We take deep looks at your rates of return, cash flow, investment mix, and more to determine the ideal financial model for building your life. But we don’t often talk...
by Brittany | Jun 22, 2018 | Protect
Achieving financial balance is no easy feat, but it provides countless benefits to your life in personal finance and beyond. Following the rules of financial balancing helps reduce your reliance on your paycheck and removes the fear and uncertainty that comes with...
by Brittany | Jun 19, 2018 | Protect
You don’t have to be a financial planner or analyst to know that the stock market ebbs and flows. But it would be wise to know why this phenomenon, known as volatility, happens and what it means for your investment success. Let’s start with the basics. What is...
by Brittany | Jun 8, 2018 | Protect
So much literature surrounding financial health is focused on the grind of building balances, eliminating debt, and taking advantage of favorable markets. When is the last time you stopped to ask yourself “What does my eventual retirement mean for future generations?”...
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