A recent book describes the perfect portfolio and what goes into it. Is perfection in your financial life possible?
Investments
A Sensible, Sustainable Approach
There is a broad array of approaches to sustainable investing. Here’s how Sensible Financial is approaching it.
Should You Have a Backup Budget? (part 2)
How do you create a backup budget and how can this exercise lead to a more nuanced risk capacity analysis?
Sustainable Factor Tilt Model Changes
Sustainable investing is still a relatively new phenomenon, but Sensible Financial offers sustainable investment options for their clients.
Sustainable Investing at Sensible Financial
Sustainable investing has become more popular of late. What is it and how does it differ from traditional investing?
Is It Time to Consider a Backup Budget?
If you are flexible in your spending, creating a backup budget may measure your risk capacity more accurately, illustrating how much stock you can afford.
Sensible Scenarios: A Vacation Home Dream
Bob and Edna Smith dreamed of a lakeside vacation home. To find out if and when they could take the plunge, the couple asked a financial planning firm.