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Financial Planning

There Is Risk and Then All Those Other Risks

There Is Risk and Then All Those Other Risks

When contemplating the level of RISK in your financial life, we all immediately think about the risk in our investment portfolio. Make no mistake, calculating the volatility of one’s portfolio is important and all about setting and managing the risk-return ratio to...

CFA vs. CFP® vs. CPA: Which is the right option for you?

CFA vs. CFP® vs. CPA: Which is the right option for you?

Financial planning can be a little overwhelming at first, but it’s important to make sure you’re as informed as possible. In general, there are three commonly known types of financial professionals. If you’re not already familiar with the industry, they can be hard to...

Locking in “real” losses: Are bonds a good investment in 2022?

Locking in “real” losses: Are bonds a good investment in 2022?

You probably know that the “real” return of an investment is the gains and income you receive minus inflation and taxes. Most of us invest with the idea that, over time, we will experience positive real returns. One would imagine that the cadres of bond investors have...