Tips for Dealing With Concentration Risk
I see a lot of concentration risk with my equity compensation clients. Everyone loves concentration risk when the stock only goes up, but how about tips to deal with it as it gets a bit more volatile.
I see a lot of concentration risk with my equity compensation clients. Everyone loves concentration risk when the stock only goes up, but how about tips to deal with it as it gets a bit more volatile.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
We are officially in a Bear Market. I thought I would share a few thoughts on it to help put things in perspective.
The annual report for Social Security and Medicare came out recently. Here I share a few highlights of the report.
Retirement is starting to change. At least for some people.
It has been an interesting start to the year with the stock market. I wanted to share some quick thoughts on the market and related items.