Asset Management Archives | Page 4 of 5

Asset Management Diversification Investing Managing Risk

How to Diversify Your Investments

Why is it important to diversify your investments? The answer is simple: to manage risk. Diversifying your investments is about more than holding different stocks and bonds. Full diversification involves all of your assets: homes, stock options, retirement accounts, and so on. If you're wondering how to diversify your investments,…

Kristin McKennaJanuary 25, 2017

Asset Management Diversification Investing Managing Risk

How to Manage Your Investments: 6 Components of a Successful Strategy

Like many things in life, managing your own investments becomes more complex as you get older. For young professionals just starting out, it makes sense to learn the basics of how to manage your investments and do it yourself. Later in your career, there is more wealth to protect and…

Kristin McKennaJanuary 11, 2017

401(k) Plans 403(b) Plans Asset Management Investing Rebalancing

How Often Should You Rebalance Your 401(k)?

Like any investment account, rebalancing your 401(k) or 403(b) retirement plan is an important part of a successful strategy. An asset allocation is the percentage of your account that you distribute between different asset classes, like stocks and bonds. Without periodic rebalancing, your investment mix shifts and no longer aligns…

Kristin McKennaDecember 21, 2016

Asset Management Financial Planning

What Should You Do with a Windfall?

What to do with a Windfall Wondering what to do with a windfall? Perhaps you have received an inheritance or have sudden wealth from company stock. Now you need to know how to use the proceeds to maximize the benefits and work to achieve your lifestyle goals. Ultimately, how to…

Kristin McKennaNovember 16, 2016

Asset Management Employee benefits Financial Planning ISOs NQSOs RSUs Stock options

How Much Money Should I Have in Employer Stock?

It is not uncommon for employees with stock options or equity based compensation to hold too much employer stock. Employees don't often realize how much of their financial future is tied to their employer. Other times, individuals simply ignore the risks or just have no idea how concentrated they are.…

Kristin McKennaOctober 26, 2016

Asset Management Employee benefits Financial Planning ISOs NQSOs RSUs Stock options

Are You Holding Employer Stock in Your Retirement Plan?

Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms that allow participants to buy employer stock in their retirement plan or that make matching contributions in the form of company stock. Employees unaware of…

Kristin McKennaOctober 5, 2016

Asset Management Investing U.S. News

Know How You’re Invested

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Whether you manage your own money or hire a professional advisor to do so on your behalf, it is important to understand the investment strategy, even if only at a high level. Quite understandably,…

Kristin McKennaAugust 31, 2016

Asset Management Financial Planning Prioritizing financial goals

Using Risk Tolerance and Asset Allocation to Achieve Your Goals

How aggressively you should be invested depends on more than just your risk tolerance. Some investors are much more emotionally risk averse than their goals will allow for. The question then becomes: can you handle the psychological aspect of being invested in the market in an effort to reach your…

Kristin McKennaAugust 24, 2016

Asset Management

Reshape the Way You Measure Your Portfolio’s Success

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Most investors focus on traditional benchmarks, such as the Standard & Poor's 500 index, to evaluate the success of their investment portfolio. Unless you're only invested in large-capitalization, predominantly U.S. equities, the S&P 500…

Kristin McKennaMarch 10, 2016

Asset Management Financial Planning Retirement Planning U.S. News

Your 401(k) Loan Is Costing More Than You Think

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Most people who borrow against their retirement account will never fully recover. (more…)

Kristin McKennaFebruary 13, 2016