Blogs – Fortress Mega

June 17, 2026

Did you know that someone turning 65 has about a 70% chance of needing long-term care services during their lifetime? Unfortunately, the story doesn’t end there. About 20% of that group could need care for five years or more. If you’re a couple age 65 or older, you now face

Take Better Control of your Risk Tolerance

March 7, 2023

Understand the Potential Rates of Return and Volatility for your Risk Tolerance If you have ever researched investing, you have probably come across the concept of risk tolerance. In fact, you may even have taken some version of a risk survey. The concept usually revolves around how much risk or volatility

Sequence of Returns over a 20 year portfolio

January 12, 2021

Understanding sequence of returns risk is one of the core concepts that affects retirement theory, yet it is so rarely talked about. We talk about how retirees should diversify their ortfolios, adopt the 4% rule, have non-correlating asset classes, or just have a plan for when the market goes down.

Sequence of Returns Risk, Basic Math

January 12, 2021

Understanding sequence of returns risk is one of the core concepts that affects retirement theory, yet it is so rarely talked about. We talk about how retirees should diversify their portfolios, adopt the 4% rule, have non-correlating asset classes, or just have a plan for whenthe market goes down. But

Inflation: Understanding the Effects on a Retiree

January 12, 2021

Almost all of us have felt the effects of inflation on our lives from the rising cost of bread and gasoline to ever increasing costs of health insurance. However, inflation could present a unique problem to a retiree because retirees are no longer working and may be more likely to