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Entries tagged "risk"

Market Outlook - April 2012

The bond market is back at it again and producing pretty stellar returns. For the last 4 years, many bond sectors (specifically High Yield/Income and Emerging Markets Income) have enjoyed equity like returns enjoying their best years since inception. While there was a brief pause late last year, bonds recovered more

Market Outlook - October 2011

Europe. Everyone, myself included, is wondering how the debt crisis is going to play out. There are several issues and the problem stems from the high levels of debt and high obligation payments (liabilities) the countries in Europe are facing. There is no silver bullet to solve this problem. Quite simply, too more

Don't Guess at the Right Amount of Insurance

Continuing on our “fun” discussion for Life Insurance Awareness Month, we need to discuss some of the assumptions to think about when determining the proper amount of coverage. First, let me tell you that I (and any planner or insurance person) can play around with the “numbers” and assumptions to show almost any more

Life Insurance: The Types

With Life Insurance Awareness Month underway it’s important to review the types of Life Insurance that exist. While a full discussion of all the types could take up a book (and has). I am going to explain the major types VERY briefly. One thing to understand is that there is more

Life Insurance Awareness Month 2011

September is Life Insurance Awareness Month. Why devote a month to life insurance awareness when most people are aware that life insurance exists? Oftentimes this is a topic many people prefer to avoid. It’s not fun to think or talk about our own mortality and it’s even less fun to think about dying more

Market Outlook - June 2011

Bonds, Bonds and more Bonds. I am being posed the following question quite often in meetings and in everyday conversations with investors: “Why bother investing a large chunk of my portfolio in equities and risk losing 30% of in a year, when some bonds and bond mutual funds are returning more
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