The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Focus on risk. Do nothing.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Zoe Financial

APRIL 7, 2025

Earnings risk: Public companies may adjust profit forecasts if tariffs are enforced. I ntra-year drop: Markets are down ~1819% this year high, but still within historical norms: 2022: 25% 2020 (COVID): 34% 2008 (financial crisis): 49% Volatility spike: VIX rose above 45 one of the highest on record. Stay tuned for next week.

Marketing 81

Marketing Marketing Risk Tolerance Taxes 81

Inside Information

JUNE 25, 2024

For more years than I’d care to name, I’ve been trying to put my finger on exactly why I have a such a huge problem with the traditional (Think: Riskalyze, now Nitrogen) risk tolerance assessments in the financial planning profession. You can actually test various bear markets and adjust accordingly.)

Risk Tolerance 40

Risk Tolerance Financial Planning Portfolio Asset Allocation 40

The Chicago Financial Planner

FEBRUARY 5, 2022

The New York Giants (an old NFL team) won in 2008 and the market tanked in what was the start of the financial crisis. Rather I suggest an investment strategy that incorporates some basic blocking and tackling: A financial plan should be the basis of your strategy. Take stock of where you are.

Investments 184

Investments Investing Financial Planner Risk Tolerance 184

The Chicago Financial Planner

NOVEMBER 8, 2021

At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis. During the financial crisis there were many stories about how our 401(k) accounts had become “201(k)s.” Financial Planning is vital. Review and rebalance . Click To Tweet.

Retirement 130

Retirement Marketing Marketing Financial Planner 130

BlueMind

SEPTEMBER 11, 2022

However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant to determine your client’s risk capacity let’s first understand the difference between the two.

Risk Tolerance 98

Risk Tolerance Clients Portfolio Assets 98

Darrow Wealth Management

MARCH 28, 2022

While modeling can’t fully insulate an investor from the impact of short-term events (nothing can), a detailed analysis can help investors understand the probability of outcomes by stress testing a financial plan to better assess the likelihood of success over the long-term. Plans that don’t bend, break. Asset allocation.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52