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Investing

Matching Your Investments to Your Risk Tolerance

Submitted by JMB Financial Managers on January 28th, 2020

The stock market has continued its recent run-up to new highs, and as odd as it may seem, that may be unsettling you. You may be concerned about your portfolio given how high it has risen, what’s going on with oil prices, the real estate market and the impeachment hearings.

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3 Proven Ingredients for Improving Investment Results

Submitted by JMB Financial Managers on January 10th, 2020

It’s really difficult to achieve consistent investment results. Or is it? It turns out you can dramatically improve your investment results by using three proven ingredients in your investment process.

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Understanding What Affects Your Risk Tolerance While Saving for Retirement

Submitted by JMB Financial Managers on September 17th, 2019

It is no surprise that any type of investing comes with some amount of risk. Understanding what affects your risk tolerance and how to manage it, especially when you’re saving for retirement, can help you be more successful in reaching your financial goals.

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Stock Market Volatility: Acting vs. Reacting

Submitted by JMB Financial Managers on January 25th, 2019

It’s in the news, in the headlines, and more than likely, in your portfolio. Stock market gyrations can be worrisome for any investor - but it doesn't have to be. When it comes to investing I always like to remind my clients that it is better to have a plan of action, than a knee-jerk reaction. This – a plan of action - is what I call active risk management.

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The Hidden Risks of Passive Investing

Submitted by JMB Financial Managers on January 9th, 2019

It is no secret that investment dollars have been shifting from actively managed investments to passively managed investments. There’s one number that explains a good portion of this phenomena: 7.23%. The compounded annual growth rate (CAGR) of the S&P 500 has been over the last 15 years ending in 2019 has been a paltry 7.23% per year.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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