OUR CONCERNS ABOUT OWNING STOCK IN YOUR EMPLOYER A common theme among portfolios brought to us for review is the concentration of employer stock, especially in 401(k)’s. For approximately five million investors in the United States, 60% of their retirement plan is in their employer’s stock. And for all those whose 401(k) plans allow, almost ten percent …
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Retirement Planning
Retirement planning By Bill Robertson Christian Financial Planning Institute Retirement planning is a much-discussed subject in our time. Without a doubt, planning for retirement is important but even more important for Christians is achieving or receiving “God’s Best” in their life. The Scriptures tell us that “man does the planning and God guides the …
Strategy Report
STRATEGY UPDATE: Lower Volatility Portfolios As uncertainty has increased in the markets, we have increased our efforts to reduce volatility. We have always had the objective to decrease the impact of market swings (i.e. volatility) on a portfolio, but it has become of even greater importance in the last several years. Though lowering volatility decreases …