WiserAdvisor

DECEMBER 18, 2023

Retirement planning is not just about reaching a target savings number. Tailor your investment strategy Your investment choices should align with your risk tolerance and the time frame you have until retirement. Shared goals and expectations Open communication and alignment on retirement goals are essential for couples.

Retirement 105

Retirement Retirement Planning Risk Tolerance Healthcare 105

Good Financial Cents

DECEMBER 10, 2022

And while it’s possible to earn cash, an increasing number of survey services compensate you in points, which are redeemable for prizes or gifts. Skills Needed: Capital to invest, basic credit knowledge, risk tolerance. This might be the most common way to make money online. It is, unfortunately, a field filled with scams.

Risk Tolerance 111

Risk Tolerance Media Investing Investments 111

Good Financial Cents

DECEMBER 29, 2022

Unfortunately, the sheer number of investment options to choose from can be overwhelming and downright confusing. Service Company Dividend Yield Utilities Duke Energy 4% Communications AT&T 5.68% Groceries Kroger 1.44% Gas Exxon Mobil 4.01% Internet Comcast 2.3% Fast Food McDonald’s 2.2%.

Investing 119

Investing Investments Accounting Commission 119

The Big Picture

DECEMBER 28, 2022

We’re all going to stay here together because the number of customers is not going down. I have to admit the food that we were served at meals was really pretty crummy. But everybody is different from everybody else in age, income, wealth, attitude towards life, how many years you want to keep working, things like risk tolerance.

Management 177

Management Investing Investments Clients 177

The Big Picture

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. BITTERLY MICHELL: The food, we could talk about the food for a long period of time. BITTERLY MICHELL: … this isn’t a generalization, but they have a higher risk tolerance. BITTERLY MICHELL: … was — no, no.

Clients 286

Clients Wealth Management Investing Investments 286

The Big Picture

MARCH 12, 2024

So we could construct trades that had very, very low premiums to sell this volatility to, to basically join the consumer on their side of the trade, which is in essence buying insurance on, on the bonds that were exposed to these great risk. You’re actually crunching a lot of numbers. So it’s very long dated capital.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

FEBRUARY 20, 2024

The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Economy 141

Economy Banking Marketing Marketing 141