Tag: financial assets

Introduction Market risk is a crucial consideration for those relying on financial assets as a major source of support in retirement. Retirement investors often have misperceptions about asset returns and limited knowledge about financial markets, potentially jeopardizing their long-term security. The role of financial advisors is to guide investors through their asset allocation decisions by…

The conventional wisdom for older workers heading into retirement is that owning a house is a good thing. The property has no doubt appreciated over many years, adding to their wealth. But new research finds that homeowners often strain to a pay a mortgage that is larger than what they can realistically afford. The essenc…