Investing Myths (You don't want to fall for!)

Posted by Creekmur Staff on 9:00 AM on May 23, 2022

 

How do you make investment decisions? Do you look at data? Or look for an interesting opportunity?  Interestingly, most people don't look at facts when making decisions. They prefer a good story.1

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Topics: Investing, Investments and risk, Save and invest, emotions in investing

Investing Reminders for Times of Market Volatility

Posted by Creekmur Staff on 3:46 PM on April 26, 2022

Learn the 3 R's

to help you prepare for market volatility.

It's impossible to predict when the market will drop or how far it will fall. With this in mind, investors should take steps to position their portfolios against potential risk during times of growth.

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Topics: Investing, Investments, Investments and risk, emotions in investing

Hidden Risks

Posted by Andy Anderson, CFP® on 9:00 AM on November 30, 2021

Hidden Risks, Let's Talk About It

There are things that happen in life that we all know about, but rather avoid experiencing personally. Like the host at a restaurant saying it will be a 2 hour wait or your contractor muttering “uh oh” as they work on that renovation in your basement. Generally, those two little words, “uh oh,” are a sign of something lurking behind the scenes that's about to become a big problem.

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Topics: Tolerating Risk with Investments, Investments and risk, tolerating risk

Are You Riding the [Market] Wave?

Posted by Creekmur Staff on 9:00 AM on June 22, 2021

Learn the 3 R's to help you prepare for market volatility

 

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Topics: Investing, Investments, Investments and risk, emotions in investing

Are you a risk-taker or play it safe?

Posted by Andy Anderson, CFP® on 9:00 AM on March 18, 2021

Are you a risk-taker or do you play it safe? Do you jump out of airplanes for fun or is getting an extra serving of sprinkles on your soft serve your idea of risk? Each of us can look at our behaviors and determine whether the life we lead is high-flying risky or plain-vanilla safe. But can we do the same for our investments? Can you look at the stocks or funds you own and get a good idea of how risky your portfolio is? The answer is probably no.

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Topics: Financial Planning, Investments and risk, tolerating risk

Should I manage my own investment portfolio?

Posted by Creekmur Staff on 9:00 AM on March 11, 2021

We live in a "do it yourself" world. There are television networks and countless websites dedicated to learning how to "DIY" tasks that previously one would pay to have done for them.  

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Topics: Investing, Investments and risk

Why do I need to know my Risk Number?

Posted by Drew Creekmur, MSPFP on 9:00 AM on March 4, 2021

Today we’re taking a look at the important topic of Risk in your investment portfolio. What do you need to know about investment risk?  How can you be sure that you have the right amount of risk in your portfolio?

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Topics: Investments and risk, tolerating risk

Speed Bumps & Headlines

Posted by Creekmur Wealth Advisors on 6:30 AM on November 26, 2020

Focus on your overall approach during times of short-term volatility.

As an investor, it can be tempting to get caught up in daily news headlines. Consider how news about the election and COVID-19 vaccines have moved the markets over the past several weeks. But having a financial strategy can help you ignore short-term volatility and focus on your long-term vision.

As you know, investing is a process based on your goals, time horizon, and risk tolerance. Interestingly enough, it’s also a process that may help you prepare for life’s financial challenges.

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Topics: Financial Planning, Investing, Investments and risk, market volatility

Where $100k will last the longest in Retirement

Posted by Creekmur Staff on 8:30 AM on March 26, 2020

How much should you really be saving for the retirement future you envision?

Making sure you have enough money saved for retirement is one of the top concerns for those of us not independently wealthy. In a perfect world, we will figure out how much we need to live on by calculating our monthly and yearly retirement expenses, factoring in inflation, and computing any additional income like Social Security.

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Topics: Wealth Management, Financial Planning, Investments and risk, market risks, Retirement

The Major Retirement Planning Mistakes

Posted by Creekmur Wealth Advisors on 11:45 AM on February 6, 2020

Why are they made again and again?

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.   

Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or fate, we need to be aware of them as we plan for and enter retirement.        

Leaving work too early. As Social Security benefits rise about 8% for every year you delay receiving them, waiting a few years to apply for benefits can position you for higher retirement income. Filing for your monthly benefits before you reach Social Security’s Full Retirement Age (FRA) can mean comparatively smaller monthly payments. Meanwhile, if you can delay claiming Social Security, that positions you for more significant monthly benefits.1       

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Topics: Wealth Management, Financial Planning, Investments and risk, market risks, Retirement

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