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Category: <span>Finance</span>

Protecting Portfolios from Black Swan Events

  There is going to be a lot of Monday Morning Quarterbacking going on after the dust settles from this most recent stock market crash brought on by COVID-19. The Dow, S&P, and just about everything in the market got crushed. What is a black swan event? It’s an unpredictable event that is beyond what is normally expected of a situation and […]
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Northwestern Mutual Admits to Material Conflicts of Interest

  We recently read the conflict of interest document released by Northwestern Mutual (NWM), and we were surprised, to say the least, and we thought you may be interested in reading it as well. To read the 8-page piece documenting the massive conflict of interest problems NWM advisors have, click on the following link: http://www.uploadedimages.net/content/PDFs/Northwestern.Conflict.Disclosure.pdf What’s the big […]
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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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