Asset Management & Advisory Services

06/08/2022

https://www.assetadvisoryservice.com/make-cash-work-outside-stock-market/

Financial advisors usually recommend stocks and bonds but if you can’t stand the volatility, there are still ways to maximize cash. Make sure you always check

04/28/2022

https://www.assetadvisoryservice.com/advisors-discuss-long-term-strategies-for-investing-today/

Peter Casciotta has been quoted in Us News & World Report.

04/27/2022

https://twitter.com/asset_advisory/status/1519318129041678336

“What should you do when you get a credit limit increase… increase spending, capitalize on rewards, remove old credit cards, apply for interest rate deductions, check your credit score, leverage your debt? The answers might not be what you think. https://t.co/2XLELPrxaC”

04/11/2022

Financial Advisors Answers, what are liquidity needs? Liquidity refers to how quickly an investment can be converted into cash (or the equivalent of cash). Real estate, for example, tends not to be very liquid; it can take a very long time to sell either residential or commercial real estate. Publicly traded stock, on the other hand, tends to be relatively liquid, though you might suffer a loss if you need to sell when the market is down. Cash and cash alternatives such as money market accounts are extremely liquid (though even here, some types of cash alternatives may be more liquid than others). Read More...
https://asset-advisory-service.business.site/posts/8397452516767781022

04/11/2022

Financial Advisors Answers, what is risk tolerance? Another factor to consider is your individual risk tolerance. How comfortable are you with the possibility of investment loss, or seeing the value of your investment fluctuate? Many investors would forgo the possibility of a large gain if they knew there was also the possibility of a large loss (these investors are known as risk averse). Other investors, so-called risk seekers, are more willing to take the chance of a large loss if there were also the possibility of a large gain. Read more...
https://asset-advisory-service.business.site/posts/780221110508524415

04/11/2022

Financial Advisors Answers, what is a time horizon? Probably the first question you should ask in setting your investment goals is, "What is my time horizon?" In other words, when will you need the money? Are you investing for your young child's college education, or for your retirement 30 years in the future? Or do you hope to achieve your goal in a shorter time frame? Read more...
https://asset-advisory-service.business.site/posts/3364704188655004118

04/11/2022

Time horizon, Risk tolerance, and Liquidity needs.
There are three key areas you'll need to consider in setting investment goals. You'll need to think about each one not only in terms of an individual goal, but in terms of your overall finances. Read more...
https://asset-advisory-service.business.site/posts/7965012927253091805

04/10/2022

https://asset-advisory-service.business.site/posts/2691414768274633563

Posted on Apr 10, 2022Asset Management & Advisory ServicesEstimating Your Retirement Income Needs Part 6: You know how important it is to plan for your retirement, but where do you begin? In this part of this series are going to discuss the time that that you will retire.Decide When You'll RetireTo....

04/10/2022

https://asset-advisory-service.business.site/posts/8363142710310167720

Posted on Apr 10, 2022Asset Management & Advisory ServicesProject your retirement expenses Part 5: When considering if your annual income during retirement should be enough to meet your retirement expenses, don't forget that the cost of living will go up over time.The average annual rate of inflatio...

04/10/2022

https://asset-advisory-service.business.site/posts/6675491209503704500

Posted on Apr 10, 2022Asset Management & Advisory ServicesProject your retirement expenses Part 4: Your annual income during retirement should be enough (or more than enough) to meet your retirement expenses.That's why estimating those expenses is a big piece of the retirement planning puzzle. But y...

04/10/2022

https://asset-advisory-service.business.site/posts/7715600296255257246

Posted on Apr 10, 2022Asset Management & Advisory ServicesEstimating Your Retirement Income Needs Part 3: We are bringing you a small series of helpful information about estimating your retirement income needs. In this part of this series, we are covering projected retirement expenses. You know how....

04/10/2022

https://asset-advisory-service.business.site/posts/3208675502982323774

Posted on Apr 10, 2022Asset Management & Advisory ServicesEstimating Your Retirement Income Needs – Part 2: The problem with using your current income as A starting point. This approach doesn't account for your specific situation.If you intend to travel extensively in retirement, for example, you ...