Remove Certification Remove Healthcare Remove Risk Management
article thumbnail

Including Pets in Your Estate Plan for Peace of Mind

Yardley Wealth Management

Mike suggests, “Figure out how much you think your pet will need—how much you spend on pets, what’s their life expectancy—and maybe bump it up a little for potential emergencies like healthcare.” With over 30 years of experience, Michael specializes in personalized insurance portfolios and risk management strategies.

article thumbnail

10 Ways to Diversify Your Investment Portfolio for Retirement

WiserAdvisor

High-yield bonds can enhance returns but carry greater default risk. Healthcare for long-term stability and resilience. Industries like utilities, consumer staples, healthcare, and financials are known for steady dividend yields, making them strong options for retirees. Consumer goods for consistent performance.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

8 Questions to Ask Your Financial Advisor About Your Investment Portfolio

WiserAdvisor

You can start by discussing your anticipated retirement expenses, such as housing, healthcare, food, travel, hobbies, entertainment, etc. For instance, if you are young and have a high-risk appetite, your portfolio could have more stocks, currencies, and commodities.

article thumbnail

The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

It serves as a fundamental risk management strategy. You can effectively fund your healthcare expenses, support dependents and family members, or pursue leisure activities like traveling with a well-structured investment portfolio. Health insurance can be instrumental in tackling the escalating costs of healthcare.

article thumbnail

Transcript: Bill Browder

The Big Picture

Basically, they — the — in order to go from communism to capitalism, the Russian government had given every citizen in the country a thing called a voucher, physical certificate called voucher, and at that time, there’s about 150 million people in the country and these vouchers were freely tradable. RITHOLTZ: Wow.

article thumbnail

Transcript: Gary Cohn

The Big Picture

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Like Shahir is your person. You’ve gotta go out and hire people in the energy space.

Taxes 280