Barbell Portfolios Can Be Hard To Hold On To

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.

Am I OK? Building Income Safety Into Your Portfolio

Market periods like these have a way of making virtually everyone ask the questions, "Am I okay? Is my financial plan going to survive these latest seismic events?" Kent Kramer looks at historical worst-case scenarios and how they could be used to inform your financial plan.