Financial Detours to Avoid
Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way Continue Reading →
Evaluating Risk Series: Measuring Benchmarks
Good financial advisors don’t just help clients reach their goals–they carefully analyze hundreds of funds and use complex, specific metrics to customize strategies for their clients. In the final installment Continue Reading →
Set It, Forget It, Regret it?
Auto-pilot is regularly used to fly airplanes. But is it a good idea for your retirement investments? An increasing number of automated retirement plans are appearing on the market, promising Continue Reading →
Evaluating Risk Series: Risk-Adjusted Returns
Alpha, beta, Sharpe ratio: these metrics are ubiquitous tools in the investment community. When used correctly, they can help investors better evaluate their decisions. User incorrectly, they may lead to Continue Reading →
Market Update–September, 2019
Dear Clients and Friends, The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new Continue Reading →
Evaluating Risk Series: Measuring Risk
As a Financial Advisor, I can choose from hundreds of funds to help my clients reach their investment and financial goals. Before I recommend a fund, I use a lot Continue Reading →
Evaluating Risk: Measuring Returns
At Principled Solutions, most of our portfolios are made up of various mutual funds or exchange-traded funds. There are hundreds of funds available for any given asset class and objective. Continue Reading →
Cash Could Soon Be Kaput
The rise of mobile pay and what it might mean for your personal finances. The growth of mobile payments has far outpaced that of credit cards, making a cashless society Continue Reading →
Pretend You’re Retired for a Month
Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →
Career Moves That Make Sense After 40
It’s a great time to take stock of your career. It was once unthinkable to stray from your primary career before you retired, but that’s no longer the case. A Continue Reading →