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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

The choice between stocks and bonds depends on their individual circumstances, such as risk tolerance, time horizon, and financial goals. While an investor’s timeline affects their risk tolerance and allocation decisions between stocks and bonds, it’s important to remember how long a retirement time horizon can truly be.

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

Consider Your Risk Tolerance Knowing your risk tolerance is crucial when designing your retirement investment strategy. Risk tolerance refers to your ability and willingness to endure changes in your investment value. Instead, stay committed to your investment plan during both market highs and lows.

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Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility

Yardley Wealth Management

Market volatility refers to the rate at which prices rise and fall in financial markets. By rebalancing regularly, you can ensure that your portfolio remains aligned with your risk tolerance and long-term goals, regardless of market conditions.

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The Complete Guide to Transitioning Clients From One Financial Advisor to Another Advisor

Steve Sanduski

Consider recording this conversation, summarizing it, and storing it within your CRM system for easy reference. You can expect the same disciplined, thoughtful approach to your portfolio management, aligned with your goals and risk tolerance. He/She] has been involved in the management of your investments alongside me.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

In simple terms, self-investing refers to managing your investments entirely on your own, without hiring a financial advisor or any other professional. But have you checked how those funds align with your financial goals, your risk tolerance, your time horizon, and your taxes? That is a great start!

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5 Facts You Need to Know About Your Retirement Plan

Getting Your Financial Ducks In A Row

What many of these plans have in common is that they are referred to as Cash Or Deferred Arrangements (CODA), as designated by the IRS. These plans are also often referred to as Qualified Retirement Plans (QRPs). Each person needs to consider this individually, in respect to their overall portfolio and risk tolerance.

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ISOs vs. NSOs and the Tax Implications [Updated for 2025]

Harness Wealth

Making the right stock option decision for your financial future Your investment timeline and personal risk tolerance should guide decisions about when to exercise and sell options. Start your journey towards smarter financial decisions today. Tax related products and services provided through Harness Tax LLC.

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