Tag Archives | risk management

The Long-Term Care Dilemma: Insurers Leaving, Premiums Increasing

We often receive questions about long-term care insurance and those questions have increased lately with the news that several insurers are leaving the long-term care market. While most of our clients have done a fantastic job of accumulating assets and self-insuring their long-term care needs, parents, family and friends may benefit from the following insights […]

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The Perils of Market Timing: Part 2

For many investors, the temptation to try to time the stock market is irresistible. However, for most investors, market timing is as dangerous as it is irresistible. In my last market timing post, I discussed the downside of missing a few good return days. In this post, I discuss the downside of trying to time […]

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Five Key Concepts for Financial Success

While investing can at time seem overwhelming, the academic research can be broken down into what we call the Five Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your […]

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Risk, Volatility and Opportunity

The current renewed volatility in financial markets is reviving unwelcome feelings among many investors – feelings of anxiety, fear, and a sense of powerlessness. These are completely natural responses. Action on those emotions, though, can end up doing us more harm than good. The increase in market volatility is an expression of uncertainty. The sovereign […]

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