Posts Tagged ‘Portfolio Risk’

What is “The Right Price” to Pay for a Stock?

The amount of money we decide to place in common stocks in your investment portfolio is partially driven by the prices we have to pay for those stocks. The higher the price we pay for a dollar’s worth of earnings generated by a stock, the lower the chance that we receive the returns we need…

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Our Thoughts on ‘Brexit’

Political events in Europe have taken center stage in the news and effects have rippled out across financial markets around the world. On Friday, the U.S. stock market, as measured by the S&P 500, fell by 3.6%. The rest of the world fared worse; Europe fell by 8.9% and the Europe/Asia/Far East index declined more…

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Investment Policy Statement – A Financial Blueprint (as seen in USA TODAY)

An often overlooked feature of our BeManaged advice services is the Investment Policy Statement (IPS) that each of our clients receive after enrolling in our service, along with an annual update that includes performance reporting, fee transparency and information on their retirement readiness. We were given an opportunity to comment on the importance of IPS’s recently…

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