Investment Risk

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Coronavirus and The Stock Market: Q&As From Our Clients

Global markets closed on Monday approximately 30% off of the highs reached just one month ago. The sell-off has been dramatic and breathtakingly swift. We have been getting some great questions from clients, so we thought we might share some of them along with our thoughts in the following Q&A. We hope you find it…

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Our Thoughts on the Coronovirus Sell-Off

Fueled by fears related to the Coronavirus and compounded by a drop in oil prices, the US stock market has exhibited extreme volatility over the past several weeks. While double digit corrections are not unusual, this has been an historically abrupt decline. When you hear about stock market risk, this is it.  It is the…

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Market Corrections, Bear Markets, and Recessions: A Primer

As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is no wonder that many investors find themselves questioning what lies ahead.  While no one can predict what the markets will do or how people will react to the news of…

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NAPFA - CFP - JupiterFL

All Investment Risk is Not Created Equal

We all know that risk and return go hand-in-hand.  As investors, we are encouraged to think about how much risk we can/want to assume and then build a portfolio that reflects our risk tolerance and objectives.  But, investment risk is not a straightforward concept. There are two, broadly different kinds of investment risks: avoidable, concentrated…

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How Risky Should Your Portfolio Be?

Would you rather have a guaranteed $10,000 today, or the opportunity to earn anywhere from $5000 to $20,000 over the next twelve months? Are you willing to risk a sure thing for the opportunity for more? Your answer to that question should be dependent upon two factors: your tolerance for risk and your ability or…

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