Risk capacity is what your situation and needs say about your ability to take risk in your investment portfolio. The younger you are and further you are from needing to…
Tag: investments
Risk tolerance is your personal ability to deal with risk in your investment portfolio. How do you feel about risk of loss? How do you feel about large swings in…
April is Financial Literacy Month and we asked executives at several of our clients to share things they’ve learned in their financial life that they wish they had known sooner.…
Tax loss harvesting sounds like something you might do in the garden during the fall. But it’s actually an advanced tax strategy that uses investment losses to reduce your taxes…
Diversification means not putting all your eggs in one basket. In investment terms spreading your portfolio out across multiple investments helps insulate you against specific risks in a way that…
Asset Allocation is the mix of investments you own. Your “portfolio” of investments and the specific proportion allocated to different investments should be appropriate to your investing goals. Each investment account…
An exchange traded fund (ETF) is similar to a mutual fund. It is a professionally managed investment fund that invests in stocks, bonds, etc. Unlike mutual funds, exchange traded funds are traded…
A mutual fund is a professionally managed investment fund that invest in stocks, bonds, etc. Investors buy and sell shares in the funds directly.