If you have a heart for giving, this is truly wonderful. Thankfully, there are many great ways to live generously and many different causes needing our support.
Janet Kim Sing
With great wealth comes great responsibility, but also incredible opportunity.
Too often I see married women deferring financial matters to their spouses. Women should feel empowered when it comes to learning more about wealth creation and stewardship.
Exchange-Traded Funds or ETFs can be a useful tool for those DIY investors venturing out into the world of investing, but not necessarily wanting the task of individual stock picking. However, there are some things to bear in mind when investing in ETFs.
Since the 2008 debt crisis, investors have pursued market resiliency through non-traditional diversification, recognizing that while full immunity is unlikely, a diverse approach strengthens portfolios—so why isn’t everyone doing it?
Maria Dawes
If you are not a professional in the investment industry, and sometimes even if you are, it can be difficult to evaluate the ins and outs of any particular investment. Deciphering the fine print, especially when it comes to evaluating risk, can be especially difficult.
Diversification is one of the best risk-mitigating strategies people can employ in their portfolios. Mitigating risk is the sensible choice and including investments that are not correlated to each other is one way to accomplish this.
As we've discussed in previous posts, risk is a broad measure requiring context-based evaluation, with overall risk reflecting the combined impact of various factors, so in assessing a client’s risk tolerance, we use a multi-pronged approach that goes beyond a simple questionnaire.
Any time you invest money, you should be expecting some kind of return. The cost of this return is the risk that you’re taking: many investors would suggest that the greater the risk you take, the higher the return you should be rewarded.
