by Kay Dee Cole | Oct 3, 2016 | Estate Planning, Financial Planning, News, Organizing Your Finances, Protecting Your Assets & Credit, Retirement, Uncategorized
The American Bar Association reports that one in 10 Americans over the age of 60 will experience some form of elder abuse. And according to the National Center on Elder Abuse (NCEA) only one in 45 cases is actually reported! Most people can’t imagine that...
by Kay Dee Cole | May 14, 2014 | Decision Making, Financial Planning, Investing, Organizing Your Finances
Think about when you want to give money to charity. Do you just throw the money at the first organization you see, or do you carefully research the organizations and choose one that you believe in? For many investors, a values-based approach to investing feels most...
by Kay Dee Cole | Sep 17, 2013 | Financial Planning, Investing, risk
Investors who are concerned about market volatility should examine their investment choices from all angles when constructing a portfolio – evaluating not only by return, but risk, too. There are a variety of risk measures that may come in handy. Of course, numbers...
by Kay Dee Cole | Apr 11, 2013 | Decision Making, Financial Planning, Investing, Organizing Your Finances, Protecting Your Assets & Credit, risk, Uncategorized
With a possible recession looming in 2023, many investors are looking for ways to optimize their investments outside of turbulent stocks. But outside of the market, what are your options? One of the more well-known alternatives are known as high-yield bonds....
