Blog tagged as Risk

How Including Risk-Adjusted Return Can Improve Your Portfolio

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

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)

5 Steps to Determining Your Risk Tolerance

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

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
06/14/2023 08:54 AM - Comment(s)

Should You Invest in Crypto? It's Not a Simple Answer.

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

In a digital era brimming with promises and uncertainties, the question lingers: Is investing in cryptocurrencies a game-changing opportunity or a perilous leap into the unknown?
06/01/2023 11:15 AM - Comment(s)

Financial Market Basics

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

You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.
10/10/2022 08:00 AM - Comment(s)