Tag Archives | portfolio

financial news

What Rate of Return Should I Expect from Stocks?

That depends on many factors, including your time frame, and the types of stocks that are part of your portfolio. Many retirement planning calculators project a portfolio’s future value based on historical returns. However, please remember that past performance is not a guarantee of future results, and it is always good to question such assumptions. […]

Continue Reading
rising rates

How Can I Deal with Rising Interest Rates?

Recent Concern Many investors are concerned about the recent, inevitable rise in interest rates, which has caused some holdings to experience a short term, sharp drop in value. Expert Opinions A number of experts have recently spoken on this matter. Here are some of their thoughts: Tom Brakke, an investment advisor who specializes in the […]

Continue Reading
financial analysis

Just How Risky Is Your Investment Portfolio?

If you’re like most people, you probably evaluate your investments based on their return. However, return isn’t the only factor you should consider…also important is the amount of risk you accept in pursuing those returns. The term “risk” is often understood to mean the risk of loss. However, a portfolio is generally a means to […]

Continue Reading