Friday , 1 November 2024

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What Assets Should Be Included In the Assessment of Your Portfolio’s Risk? (+3K Views)

Often when we hear about “investment portfolios” our minds go to stocks, bonds, cash, ETFs and mutual funds. We think about our 401(k) and IRA. In other words, we think about investable assets, and we pretty much stop there but I would argue that there’s more to your portfolio than just the securities in your brokerage account. [Let me explain further with a few examples.] Words: 500

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Here’s How Not To Compromise Your Nest Egg In Retirement (+2K Views)

Transitioning to retired life on a fixed income will undoubtedly have a few bumps in the road. This is a brand-new chapter of life for you, and it's reasonable to expect some challenges ahead. The last thing you want to do, however, is compromise your nest egg with costly, easily avoidable mistakes. After all, you need that money to get you through the rest of your life. As such, consider these costly mistakes of the newly retired so you don't follow suit.

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World Faces A Massive Retirement Shortfall & U.S. Leads the Way! (+2K Views)

Millennials had one of the most optimistic upbringings in history, but it feels like they’re just being saddled with crisis after crisis. Here’s the latest one, from the World Economic Forum (WEF). The international body has published a white paper warning that global expectations need to change quickly, as the world is facing a massive retirement shortfall. By the organization’s calculations, they estimate that this potential crisis needs a whopping US$427.8 trillion dollars to correct. They might as well have said a bajillion dollars.

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