Phone:
631-714-6044
Email:
info@focusplanninggroup.net
Posts Tagged "Risk"
Do We Focus Too Much on Returns?
When you’re thinking about investing money do you focus too much on the historical trailing returns of the investment you are researching? It is ok if you do it, guess what I do it also! The real question is should
Read More
Tulip Mania!
I was over my parents a few weekends ago, while I was in the basement I stumbled across an old book that I read when I first started in the wealth management field back in 1998. The name of the
Read More
Top 11 Questions For Investors
I often find that many investors do not know the answers to many of these important questions. Here is your guide to understanding your investments; What are the overall objectives of the portfolios? What fees are you paying? How are
Read More
Building Your Perfect Portfolio
Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel. In this video we will be discussing how to build your perfect portfolio using math to pinpoint your exact risk tolerance. We use an award
Read More
Who is behind our Blog?
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™ and Accredited Asset Management Specialist℠ Designations.
2015 Market Review and 2016 Outlook