Financial Planning

Due to the uncertainty and volatility of investing in the financial markets, smart risk management is a must for good portfolio management. Successful risk management can reduce the likelihood of catastrophic losses and boost long-term returns. Below are some of the most important steps to take when managing risk in your portfolio: Managing risk is […]

Due to regulatory concerns, Silicon Valley Bank’s (SVB) branch in California recently closed, leaving many of its customers wondering what would happen to their deposits. This article will explain the FDIC’s history, mission, and role in protecting depositors in the event of a bank failure. What is FDIC? In 1933, as a direct result of […]

Portfolio management is the process of keeping track of a group of investments, called a “portfolio,” with the goal of making the most money while taking the least amount of risk. A portfolio may contain a wide variety of investments, such as stocks, bonds, mutual funds, real estate, and other types of investments. Portfolio management […]

Putting your money to work for you in the hopes of generating a return on your investment is what we mean when we talk about investing. A clear investment strategy is important if you want to make smart investment decisions, get the most out of your portfolio while minimizing risk, and do all of these […]

According to the Fidelity Investments report that was published on February 23, retirees saw an average decline of 23% in the value of their 401(k) savings in 2022. what can people who are already retired or who are getting close to retirement do to lessen the effect that market downturns have on their retirement accounts?