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Rob Schultz, CFP®, PFP

Oct
24
Calculated risk and the Royals in the World Series
In reflecting on the last two weeks in the market which have been quite volatile, we are reminded how much uncertainty there is in the world. At the beginning of the season the Royals were about a 50 to 1 shot to win the World Series with the Washington Nationals, who are watching from home, as the favorites. Volatile times lead us to go back and examine why we are investing. It reaffirms our belief in segmenting money based on the time you expect to need the funds available. Our approach typically consists of an emergency fund containing a multiple of six months of expenses with some variability depending on stability of income.  These funds are not expected to grow much, but we count on them to be there in an emergency. We then look at...
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



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