Category

Managing Risk

Financial PlanningInvestingManaging RiskRetirement Planning

Stress Testing a Financial Plan Using a Risk Simulation

What happens if…? That’s the million-dollar question.  Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they won’t run out of money under different conditions in the financial markets.  To illustrate why investors need a robust financial model, consider this typical scenario:…
Kristin McKenna
April 15, 2020
DiversificationEmployee benefitsInvestingInvesting During a CrisisISOsManaging RiskNQSOsRestricted Stock AwardsRSUsSARsStock options

Don’t Get Taken Down When Your Employer’s Stock Sinks

What can happen if you own too much of your company's stock? The coronavirus outbreak is yet another example of the dangers of having too much company stock. Some C-level executives are required to hold a certain amount, but many employees voluntarily double-down by either holding vested stock or buying…
Kristin McKenna
March 24, 2020
Asset ManagementBondsDiversificationForbesInvestingInvesting During a CrisisManaging Risk

During Times of Market Volatility, Focus on What You Can Control

Amidst the vast uncertainty in the markets right now, it's more important than ever for investors to understand the benefits—and limitations—of diversification. Having the right investment mix for your situation is critical in good times in the financial markets and during downturns. While you can't control the ups and downs…
Kristin McKenna
March 11, 2020
Asset ManagementBondsBuilding WealthCurrent eventsDiversificationInvestingInvesting During a CrisisManaging RiskRebalancing

How Do Bonds Perform During a Recession?

The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history is a helpful lens to view stock vs bond performance during past recessions or bear markets. Volatility in the financial markets also highlights the benefits—and limitations—that diversification can…
Kristin McKenna
March 4, 2020