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What Risks Are Worth Taking

Risk drives everything about your investments, but all risk is not created equal. For most investors (and most of the financial industry) dealing with risk is a lot like making sausage. People want the end result, the investment returns, but they don’t want to deal with the process and the uncertainty that risk implies. They […]

ESG Investing Doesn’t Make Sense – Except When It Does

Socially Responsible Investing Doesn't Make Sense - Except When it Does

Taking distributions from an investment portfolio amplifies the impacts of portfolio volatility, making retirement income planning particularly tricky as distributions tend to be the primary income source for retirees. We can use Monte Carlo simulations to show the increase of money-weighted investment returns in retirement, which has important implications about the choice for a fixed portfolio return assumption.

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The Election and the Stock Market:

Understanding the Effects on Your Investments

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Bob French, CFA

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Disability and Early Retirement:

What You Can Do to Protect Yourself Now

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