Tag: Investing

How Living Longer Affects Your Portfolio (Ep. 17)

How Living Longer Affects Your Portfolio (Ep. 17)

Advancements in modern medicine have significantly improved the average life expectancy compared to a few decades ago.

How does this impact retirement planning? What are the resulting implications for your portfolio?

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, talks about longevity risk, why it is highly relevant today, and strategies to plan for the financial uncertainty that comes with living a longer life.

Jon discusses:

  • Opportunities to work longer without having to go back to your full-time job
  • How to account for higher expenses and health care costs (especially in light of current inflation)
  • How investment considerations might change in longer investing time horizons
  • Why liquidity and cash flow are the two most important components of longevity planning
  • And more!

Resources:

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Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

Black Swan Events: What Are They and How To Deal With Them? (Ep. 13)

Time and again, we face black swan events in the world of finance. They are unpredictable events that can severely impact the financial markets.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, addresses several ongoing black swan events throughout the world and how you can manage your emotions to make smarter financial decisions.

Jon discusses:

  • Why you don’t always need to react to the “noise in the market”
  • How to avoid getting caught up in the investor emotion cycle
  • When and how you should rebalance your portfolio
  • Strategies to help you be better prepared to face future black swan events
  • And more!

Resources:

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Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

Why Portfolio Management Is Not as Complex as You Think (Ep. 12)

Asset allocation, rebalancing, dollar-cost averaging — do these terms seem foreign to you?

Such financial jargon can often make portfolio management sound a lot more complex and overwhelming than it really is.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, simplifies the process of portfolio management and explains complex financial terms in an easy-to-understand manner.

Jon discusses:

  • How your risk tolerance, investment horizon, and needs affect portfolio management
  • What it means to rebalance your portfolio regularly
  • Active vs. passive investing — which one is right for you?
  • The importance of dollar-cost averaging, especially while investing a large sum of money
  • And more!

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