Tag Archives: Retirement

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Categories Invest Author Dieter Drews, JD

Are Bonds a Good Investment?

Are Bonds a Good Investment?

Exploring the Benefits and Considerations

Investing is a crucial aspect of financial planning, and one of the perennial debates revolves around the suitability of bonds as an investment option. Bonds have long been considered a staple in a diversified portfolio, but are they still a good investment in today’s dynamic financial landscape? In this article, we’ll delve into the world of bonds, exploring their benefits, potential drawbacks, and their role in a well-balanced investment strategy.

Categories Retirement Author Dieter Drews, JD

What To Know About Estate Administration

What To Know About Estate Administration

When a spouse, parent, sibling, or other loved one dies, administering their estate becomes the responsibility of a family member or professional. If you are not a professional, expect to be thrusted into details of the Internal Revenue Code after the death of a loved one.

Categories Finance Author Dieter Drews, JD

Inflation And A Reason For Optimism

Inflation Is Lower, And There Is Reason For Optimism

Economist Fritz Meyer yesterday said inflation is slowing rapidly and warned of a period of deflation.

At his monthly webinar for CFP, CPA, CIMA, CFA professionals, Mr. Meyer showed several charts tracking inflation expectations, including the two shown below.

Categories Retirement Author Dieter Drews, JD

Managing Investment Risk Strategically Based On Facts And Experience

An investment’s risk is usually defined as its standard deviation. The financial press and investment marketers cannot be faulted for defining risk as standard deviation. Reducing the concept to a single statistic makes it easy to understand. However, standard deviation expresses only one aspect of investment risk. It totally misses the more important human component: how you will behave in reaction to your wealth disintegrating in a crisis like the 2008 global financial meltdown. That’s what really matters in managing wealth strategically.  

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