Tip of the Week: Doubling Your Money

Transcript: Hey everyone, I’m back with another tip of the week!  When discussing investments as part of a financial plan, we often get bogged down in the details… things like individual fund selection, expected annual percentage returns, risk tolerance, past performance, etc., etc.  Sometimes, those details, while important, cause us to miss the forest for […]

What is Investment Risk? What is Safety?

  Transcript: Hey everyone, I’m back with another financial planning Tip of the Week!  The topic is investment risk versus investment & financial safety. The traditional notion of investment risk is the possibility of a decline in the nominal value of that investment.  In other words, if I own shares in a mutual fund worth $10,000 […]