September 4, 2020

The 3rd Generation of Financial Planning

Abstract The first generation of financial planning (1970s through 1990s) used static modeling with a constant return expectation.  The chief limitation was that it didn’t accurately […]
August 8, 2019

Four Scenarios That Break a Financial Plan

At a high level, there are 4 causes of a broken financial plan. But, first, let’s define “financial plan”. A financial plan accounts for anticipated savings […]
January 22, 2019

Should You Include Social Security in Your Financial Plan?

The future of Social Security in the United States is hotly contested. Both current and future retirees are concerned that the retirement income they’ve been promised […]
July 26, 2018

Is Risk Tolerance an element that Advisors are overlooking?

During a recent appearance on RVN-TV, Tolerisk founder Mark Friedenthal joined host Bill Borton to discuss the importance of risk tolerance assessments in investing. Mark explained […]
January 25, 2018

Tolerisk Completes Wealthbox Integration

We’re very pleased to announce that Tolerisk has completed an integration with Wealthbox! With the integration in place, Tolerisk users will be able to easily import […]
July 24, 2017

Tolerisk receives industry recognition as finalist in annual XYPN fintech competition

We’re excited to announce that Tolerisk has been selected as a finalist in the 2017 XYPN Fintech Competition! The competition has taken place at the XYPN […]