Is Your Financial Advisor Right for You? Salsa Might Have Your Answer

I’ve had the great opportunity to attend an event where I was able to listen to Dr. Craig Israelsen speak, a professor who developed a multi-asset balanced portfolio in 2008. Dr. Israelsen has written a book about this concept, which he describes with a spot on metaphor. When you make great salsa, it’s all about […]

Risk Versus Risk

The average investor is probably familiar with the term investment risk. What the average investor is probably not familiar with is the types of investment risks that exist. Risks faced in retirement are markedly different than those faced during accumulation years. The types of investment risks are: interest rate risk, business risk, credit risk, tax-ability risk, call […]