Category Archives: Business & Non-Profit Organizations

Does Your Portfolio Reflect Your Risk Tolerance?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type of risk and the potential return associated with

Also posted in Affluent Families, Investment Topics | Comments closed

Understanding Correlation

Investors hear a lot about the benefits of asset allocation, that is, spreading your assets among different types of investments to help reduce risk.1 But less discussed is an equally

Also posted in Affluent Families, Investment Topics | Comments closed

Operating a Home Business: Can It Work for You?

Today, running a business out of your home makes more sense than ever. But is it right for you? Estimates by the U.S. Bureau of Labor Statistics in 2010 show

Also posted in Affluent Families | Comments closed

Near-Zero Interest Rates: Trade-Offs for Investors

The Federal Reserve’s recent announcement that it will maintain the federal funds rate in a range between 0.00% and 0.25% through December 2014 has generated the usual analysis about whether

Also posted in Affluent Families, Investment Topics | Comments closed

Protecting Your Financial Information From Natural Disasters

Disaster preparedness has become more common as a result of the increasing number of floods, tornadoes, wildfires and hurricanes in recent years. According to FEMA’s website, there were 99 major

Also posted in Affluent Families | Comments closed

Strategies when Managing Your Portfolio Using ETFs in Tactical Asset Allocation

Tactical asset allocation is the practice of fine-tuning an investment portfolio to meet changing market conditions. This article discusses how Haisman Wealth Management, Inc. uses ETFs when implementing a tactical

Also posted in Affluent Families, Financial Planning, Investment Topics | Comments closed

Take Steps to Protect Your Identity Now

With each passing year, more Americans are opting to do their shopping from the convenience of their home computer, and that trend is expected to strengthen this year. Projections from

Also posted in Affluent Families, News | Comments closed

How Are ETFs Different From Mutual Funds?

You’ve probably heard of exchange-traded funds (ETFs), but you may not have a clear idea of how they work, how they differ from mutual funds, or how they might fit

Also posted in Affluent Families, Financial Planning, Investment Topics | Comments closed

Do You Need Disability Income Insurance?

The key to determining your needs is to assess how much you would be required to spend during each week or month that you would be unable to earn your

Also posted in Affluent Families, Insurance & Healthcare Information, Wealth Protection | Comments closed

Is Long-Term Care Insurance a Good Idea?

There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 40%

Also posted in Affluent Families, Estate Planning, Financial Planning, Insurance & Healthcare Information, Wealth Protection | Comments closed