The Economy

Managing Portfolio Risk and Tolerance

Managing portfolio risk and tolerance

If you’re like most people, you could probably use professional advice with managing portfolio risk and tolerance, as well as learning how to evaluate your portfolio in terms of its return potential. However, return isn’t the only factor you should consider, also important is the amount of risk you take in pursuing those returns. The …

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Avoid Making Retirement Planning Mistakes

Avoid making retirement planning mistakes

At all costs, major retirement planning mistakes can and should be avoided just like Caffeine. Caffeine? Yes, caffeine! Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the potential for costly mistakes during retirement. As a …

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Maryland Fee-Only Financial Advisor

Maryland fee-only financial advisor

As the President of an independent wealth management and investment advisory firm, I am honored that Investopedia has chosen to partner with Wealthcare Financial Group, Inc. to bring quality personal finance education to their millions of readers throughout the United States and abroad. Schedule an appointment with Wealthcare Financial Group, Inc. to discuss the following: …

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Financial Literacy: Key to Creating and Sustaining Wealth for African Americans

Financial literacy: key to creating and sustaining wealth for african americans

Why Financial Literacy? A major differentiating factor between those who understand how to make money work for them has everything to do with financial literacy, which is also why I believe that it is the key to creating and sustaining wealth for African Americans. According to the 2009 Consumer Financial Literacy Survey, “54 percent of …

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