As expected, markets have been more volatile than normal so far this year. When this happens, investors tend to want to adjust their portfolios to “get rid of the risk.” But what does that mean? While ...

While changes to a more aggressive portfolio may reduce equity market risk, many times we are trading one risk for another when we make those changes. Today, let’s explore some of the different types ...

Investing involves risk — and so does not investing. You should know how both these types of risk can affect your ability to reach your financial goals. Let’s start with the risks associated with ...

In 2022, I built out my business, starting a group practice and a podcast in addition to my regular practice. Taking new risks in this way made me think deeply about risk in general, and the types of ...

Annuities are complicated. And the jargon that professionals use to discuss them does not help. That’s because the word “annuity” actually refers to a broad range of financial products. To help ...