Jim Lorenzen, CFP®, AIF® Active managers can’t beat their indexes consistently. Who cares? During my 25+ years of helping people navigate financial waters, I can
DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more money in coming years. They’ll need
Jim Lorenzen, CFP®, AIF® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often
The value of ESG – or even what it is – hasn’t been defined. So, it depends on who you ask, how the law is interpreted, and apparently, who’s doing the packaging. Oh, yes, it also depends on how you quantify it.
How about an asset class that doesn’t have the risks of stocks or bonds? One that can provide stability and peace of mind.
