Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality -your “Financial DNA. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are [...]
Tag Archives: risk
Is Buy and Hold Dead, Nah it’s just Volatility Stupid!!!
In todays world is buy and hold a viable strategy, or as I also call it relative return investment management. Why? Market downturns have certain investors trying to time the market. Dalbar, a financial services research firm published an interesting study. From 1988 to 2009 the S&P Index returned 8.2% while the average equity mutual [...]
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About Rick Helbing, CFP®, ChFC
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
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