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Rethinking65: Building a Portfolio for the Long Term

Constructing portfolios with less downside capture is critical to building long-term wealth, says this advisor and former NAPFA chair.

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Looking Into Your Crystal Ball, Is It Time To Sell Yet? (Video Included)

A prediction about an uncertain future is just an opinion and should not determine anyone’s investment decision. Many people learn this the hard way. Markets have always rewarded discipline – having an investment philosophy, a strategy to manage risk and sticking to it is the surest way to reap success when investing.

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The Bond Market, Current Status, Interest Rates and The Federal Reserve (Video Included)

Laura and Steve interview Jason Stuck from Northern Capital an expert on bonds.

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Bloomberg Wealth: How to Be a ‘Genius’ in a Bear Market

Laura Mattia, chief executive of Atlas Fiduciary, says she’d remind clients that only part of their portfolio is invested in the domestic market. What’s more, “their overall plan was built to achieve both short-term and long-term goals. For clients who require an income stream, we have implemented a cash withdrawal strategy overlay which will not disrupt the overarching investment strategy or their spending needs.”

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How Market Volatility Destroys Wealth (With Video)

There seem there are two extremes when it comes to investing. Those investors panic the first minute we experience a down day. Others are not phased at all since, after all, the market always bounces right back.

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How is Your 33/33/33 Portfolio Performing?

Warren Buffett is known for offering his investors these words of wisdom on more than one occasion. He intended to remind investors that everyone can look like a genius in a bull market, but undisciplined investing can leave you vulnerable during market downturns. Understanding and managing your risk is our number one job. Protecting against changing regimes and worst-case scenarios while providing exposure to growth is quite the balancing act. Still, financial science has proven that we can do it.

(Video Included)