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Redefining Risk: The Revolution Coming to Financial Services

Redefining Risk: The Revolution Coming to Financial Services Whitepaper from REAP Strategist, Horizon Investments EXECUTIVE SUMMARY As a goals-based investment manager, we believe investment problems and challenges are best addressed…

Don’t Just Survive During a Recession — Thrive

…and gathering the necessary documents to apply for refinancing. This usually includes bank statements and pay stubs. Refinancing involves variable fees depending on the lender, so doing your research can…

Maximum Drawdown: A New Approach to Managing Investment Risk

…an individual? Certainly, volatility increases in strong down markets. But is volatility the culprit—or simply an innocent bystander? Consider, for example, that there can be long stretches of time during…

Ultimate Tools to Longevity Risk Planning

Ultimate Tools to Longevity Risk Planning From: Joeseph Clark, CFEd®, RFC® Managing risk is as important today as it has always been. For example, when it comes to our biggest…

Should You Get a Part-Time Job in Retirement?

…head back to the office full-time. Instead, they’re looking for a part-time encore career that stimulates their mind, pads their pocketbook, and leaves plenty of free time for enjoying their…

Don’t Let the Inflation Monster Eat Your Small Business

…a simple sentence or two that allows your customers to know what is unique about your company and how you can help them. A common way to develop this strategy…

How Behavioral Factors Shape Retirement Wealth

…of wealth. At the same time, many people lose important resources such as social networks and community interactions as they age. Aging is also associated with losing loved ones, including…

Municipal Bonds: An Attractive Opportunity in an Uncertain Time

Municipal Bonds: An Attractive Opportunity in an Uncertain Time From: jhinvestments.com Municipal bonds can offer investors compelling yields without sacrificing credit quality in a late-cycle economic environment. Municipal bonds are…

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

Inherited a Traditional IRA From Your Spouse? Here Are Four Options From: www.retirement.tips If you lose your husband or wife, the last thing you’ll want to deal with is making…

Best Ways You Can Make ‘Aging in Community’ Your New Reality

…the neighborhood you prefer, for example. Independence One of the biggest perks of aging in place is that you’ll be in a comfortable environment and free to live your life…