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What is the Average Rate of Return on a Conservative Portfolio?

What is the Average Rate of Return on a Conservative Portfolio?

It’s difficult to say what the average return of a conservative portfolio is as there are many different ways to configure a conservative portfolio. There are many assets to choose from when talking about a conservative portfolio. But one thing they all have in common is that they are low return and low volatility portfolios. We’ll look at some broad examples and a couple of specific examples as well.

Sep 27, 2022

How To Financially Plan For Divorce

How To Financially Plan For Divorce

No one at all goes into a marriage with the idea that it will end in separation or divorce. But it happens. According to the Center for Disease Control and Protection’s National Center for Health Statistics, the average rate of U.S. divorces and annulments in 2020 was 2.3 per 1,000 total population (45 states reporting). While definitely a decline from the 4.0 per 1,000 reported in 2000, divorce and annulments happen.  

Sep 25, 2022

Do I Need a Financial Planner After I Retire?

Do I Need a Financial Planner After I Retire?

We’ve written a great deal about financial planning, especially regarding retirement. Many financial planners are dedicated to retirement strategies, helping you save money and accumulate assets so you can enjoy a comfortable lifestyle after receiving that final paycheck. 

Sep 24, 2022

What is the Average Rate of Return on an Aggressive Portfolio?

What is the Average Rate of Return on an Aggressive Portfolio?

An aggressive portfolio is designed to pursue above-average returns. These portfolios strive to provide some of the highest returns of all portfolio configurations. But for those returns, investors must take on higher risk (i.e., volatility). This type of portfolio is for those with a high risk tolerance. Generally, this means that most retirees will avoid an aggressive portfolio. We’ll look at the historical returns of this portfolio type and what’s involved with creating it.

Sep 21, 2022

What is the Most Conservative Asset Class?

What is the Most Conservative Asset Class?

Conservative investments can be an important aspect of a well-diversified portfolio, especially as you near or enter retirement. 

Sep 9, 2022

What Is a 70/30 Asset Allocation?

What Is a 70/30 Asset Allocation?

Asset allocation is an important aspect of portfolio diversification, as well as a means to help investors manage their exposure to risk. 

Sep 7, 2022

How to Begin Financial Planning for Retirement

How to Begin Financial Planning for Retirement

Perhaps next to creating and maintaining a budget, financial planning for retirement may be one of the important things you can do for your financial future. We’ll explain financial planning, why we believe it’s so important, the steps you can take to create a retirement plan, and who can benefit from working with a financial professional.  

Aug 26, 2022

How to Become a Certified Financial Planner (CFP)

How to Become a Certified Financial Planner (CFP)

We are currently in the midst of the biggest transfer of wealth in modern history. Baby Boomers and other seniors will hand down $70 trillion between 2018 and 2042. Some $61 trillion will go to their largely Gen X and Millennial heirs, with the rest going to philanthropic causes.   

Aug 24, 2022

How to Become a Private Wealth Manager

How to Become a Private Wealth Manager

As F. Scott Fitzgerald wrote in his 1925 short story, The Rich Boy, “Let me tell you about the very rich. They are different from you and me.” That’s true in many ways, including their money management needs. That’s where private wealth managers (PWM) come in.  

Aug 21, 2022

What Questions Should I Ask about My Financial Planner When Retiring

What Questions Should I Ask about My Financial Planner When Retiring

A financial planner can be helpful in building retirement savings, whether you’re just starting out or nearing the end of your career.  

Aug 11, 2022

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