Check out our past newsletters below for helpful financial planning information and insights.
Our wealth management firm uses four distinct strategies to help retirees reduce risk. In video #2, we explain how a cash flow reserve can improve the longevity of a financial plan and reduce volatility in an investment portfolio.
Our wealth management firm uses four distinct strategies to help retirees reduce risk. In video #1, we explain how most internet retirement calculators use average rates of return in their projections, which can be very misleading. Instead, our certified financial planners use a more accurate statistical analysis to project retirement income. This greater accuracy leads to greater financial peace of mind.
Today, Eric continues the discussion from the most recent video. In the last video, we saw how since 1980, 29 out of 39 years saw positive returns on investment. However, even during the positive growth years, there are falls, or "drawdowns" in the market. In this video, Eric explains that, just as before, volatility of markets is to be expected, and can occur at any time, even during good years.
Today, Eric explains that volatility of the market is historical and expected. And though it is important to understand, fear of market volatility should not drive investment decisions.
Today, Eric talks about how increases in short term interest rates have resulted in the flattening of the yield curve. He also explains the impact this can have on the economy.
In this video newsletter we discuss how Adams Chetwood is able to reduce the risk that your portfolio is susceptible to.
In this video we begin a teaching series where we explain our methodologies behind how we create financial plans and build investment portfolios
In this video we provide answers to the 10 most important questions you should be asking your financial advisor.
We saw quite a bit of volatility at the end of 2018. Let's talk about why it fell and what to expect going forward.