Investment Planning
Articles and other content in our Investment Planning category.
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Wow, what a harrowing swing we have seen in the stock and bond markets of late. Asset allocation, which reduces the downside risk of investing, provided no safety in the July to August market correction. All major equity indices were down at least 10% from their earlier market peaks. Why? We are seeing a realization of some of the fears that were first showing up in theory in February 2007.
Investment Planning Overview
Investment planning, as any financial advisor will tell you, extends beyond retirement. Obtaining financial security by the time you are ready to retire should defiantly be a long-range goal of investment planning, but you should include consideration for other life events. (more…)