Blog tagged as Investor Returns

How Including Risk-Adjusted Return Can Improve Your Portfolio

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?
04/05/2024 12:38 PM - Comment(s)

Understanding Sequence Risk

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.
01/10/2021 09:00 AM - Comment(s)