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Author: author

What is your Investment Risk Capacity?

  Have you ever heard of Risk Capacity? The vast majority of readers (I’d guess nearly all readers) are not familiar with this important risk metric.  The reason is because most advisors do NOT incorporate Risk Capacity into their planning when working with clients. I believe that Risk Capacity can be a vital tool when discussing […]
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A 60/40 Portfolio Can Be Dangerous Today

  The conventional wisdom in the financial services industry for the last several decades is that a prudent way to invest money (one that will provide sufficient yields and hedge downside risk) is to use a mix of 60% stocks/mutual funds and 40% bonds. Why a 60/40 mix? The equity part of the portfolio is […]
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What is your personal risk score?

The “Coolest” Calculator to Determine Actual Fees in Mutual Funds

  I’m a big fan of using calculators to help clients determine the “real-world” math supporting the use of various wealth-building tools. One of my favorite software tools is the OnPointe Investment Risk Analyzer program. The software helps consumers determine their own individual investment risk tolerance and then can be used to score investments and […]
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