Tag Archives: Investment Planning

FEATURE

Is The 60/40 Portfolio Dead?

Financial Planning, Money Advisor, Retirement, Risk Management, Uncategorized, Wealth, , , , , , ,

A traditional portfolio has 60% stocks and 40% bonds to balance the ups and downs of the market. But how can you increase your returns when stocks and bonds are down?

In this episode, Michael Labos shares his knowledge on stocks and bonds within portfolio division and the alternatives to boost a portfolio when the 60/40 split doesn’t work. 

Michael discusses:

  • Why bonds are traditionally a good investment within a portfolio
  • How alternative investments compared to bonds
  • What is the role of alternative investments within a portfolio
  • The risk associated with alternative investments
  • And more!

Resources:

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FEATURE

10 Steps to Start Taking Control of Your Finances (Ep.15)

Financial Planning, Money Advisor, Retirement, Risk Management, Uncategorized, Wealth, , , , , , ,

It’s hard to know where to start when creating a financial plan. You have so many options, and it’s tough to know which one is right for you. 

You’re not alone in this struggle. 

In this episode, Michael Labos explains how to stop putting off your finances and start thinking about them instead. Michael shares ten small steps that will make you start thinking about financial planning.

Michael discusses:

  • Why effective budgeting is the number one step to financial success
  • How debt can grow each year due to interest rates
  • The cost of multiple unnecessary subscription services
  • How to determine your true risk tolerance for portfolio management and investment planning
  • And more!

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FEATURE

Here’s How To Thrive In a Bear Market (Ep.11)

Financial Planning, Money Advisor, Retirement, Risk Management, Uncategorized, Wealth, , , , , , , , , ,

It’s no secret that bear markets can be terrifying. However, with effective strategies and knowledge, there are hidden opportunities. 

In this episode, Michael Labos dives into how Gen Xers can increase their investment confidence during a bear market. He reveals how long bear markets last, why they aren’t as scary as many believe, and the opportunities that can be gained during one.

Michael discusses:

  • The definition of a bear market
  • How risk tolerance impacts ideal investment options
  • The role of taxes when it comes to bear markets
  • The truth about retirement plans and bear markets 
  • And more!

Resources:

Connect with Michael Labos:

 

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