Tag: Investment Planning
Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

By |

Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities.

In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their risk tolerance and how that understanding impacts investment decisions and portfolio planning. 

Ken discusses: 

  • How to gauge risk tolerance based on past market volatility
  • Different investment strategies based on the three types of risk tolerance; conservative, moderate, and aggressive
  • The importance of regular portfolio reviews to ensure the current portfolio matches the current risk tolerance and goals
  • How diversification can decrease the risks involved in investments
  • And more

 

Resources:

Connect with Ken New:

Podcast: Play in new window | Download | Embed

Subscribe: RSS
Maximizing Retirement Income: The Endowment Strategy Explained (Ep. 4)

Maximizing Retirement Income: The Endowment Strategy Explained (Ep. 4)

By |

After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck?

In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts and provide alternative investment options that can help weather losses. 

Tune in for practical tips on protecting your retirement income.

Ken discusses: 

  • Strategies for minimizing taxation by dividing retirement savings rather than transferring them all at once
  • The impact of a market loss on recovery efforts and how to prepare for it
  • The role of real estate investments in mitigating taxation
  • The shift away from traditional stocks and the reasons behind it
  • And more!

Connect with Ken New:

Podcast: Play in new window | Download | Embed

Subscribe: RSS