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13 Jun 2014 Did You Know There Are Two Kinds Of Investment Risk?

Posted at 16:11h in The Friday Brief by Sam Bass Jr.

Risk in investing is generally understood to mean the possibility of losing money. But there is a more important distinction to consider. For instance, when you work with a broker or a money manager you complete a risk tolerance questionnaire. It basically asks you what is the maximum point of risk (loss of your money) you can stand before you spend sleepless nights and stomach-sick days?

06 Jun 2014 How Much Of Your Portfolio Will You Spend In Retirement?

Posted at 12:10h in The Friday Brief by Geoff Hall, CFP®

When confronting the question of retirement spending, the most commonly used strategy is known as the 4% Rule. It is based on the premise that you can withdraw 4% from a well-diversified, balanced (60% equity/40% bond) portfolio and feel comfortable that your money will last as long as you...

30 May 2014 Three Steps to Hiring The Ideal Professional

Posted at 12:30h in Blogs, The Friday Brief by Sam Bass Jr.

The process of selecting a professional relationship is a daunting one, especially when we consider the cost of choosing poorly. Red Adair, famous in the 80's for extinguishing and capping blazing oil well blowouts put it best when he said, "If you think it's expensive to hire a...

23 May 2014 Why the market probably will not drop, and more serious matters

Posted at 09:22h in The Friday Brief by Sam Bass Jr.

Concerns over a big drop in the stock market are likely exaggerated. The Federal Reserve, under Janet Yellen, has shown continued willingness to prevent collapse. But a more troubling concern is being discussed in some circles; that the expectation the US economy will soon return...