Did you know that with proper planning you could be not only giving a lot more, but at the same time setting up a giving legacy that could continue into perpetuity?
Janet Kim Sing
Life is full of surprises, and unexpected financial emergencies are inevitable, so we need to plan for that. Here's how...
If you have a heart for giving, this is truly wonderful. Thankfully, there are many great ways to live generously and many different causes needing our support.
With great wealth comes great responsibility, but also incredible opportunity.
Too often I see married women deferring financial matters to their spouses. Women should feel empowered when it comes to learning more about wealth creation and stewardship.
Exchange-Traded Funds or ETFs can be a useful tool for those DIY investors venturing out into the world of investing, but not necessarily wanting the task of individual stock picking. However, there are some things to bear in mind when investing in ETFs.
If you are not a professional in the investment industry, and sometimes even if you are, it can be difficult to evaluate the ins and outs of any particular investment. Deciphering the fine print, especially when it comes to evaluating risk, can be especially difficult.
As we've discussed in previous posts, risk is a broad measure requiring context-based evaluation, with overall risk reflecting the combined impact of various factors, so in assessing a client’s risk tolerance, we use a multi-pronged approach that goes beyond a simple questionnaire.
Standard deviation, or volatility, is a popular, easily quantified risk measure used to classify investments from low to high risk; however, focusing solely on volatility gives an incomplete view of an investment's risk.
