The Financial Pyramid Series: Insurance Part 2

Protecting your ‘Human Capital’

Human Capital refers to the monetary value of a worker’s experience, skills and working years available. Employer/state sponsored disability is inadequate or, at best, a limited solution to risk of loss of the ability to work. With that in mind it is important to acknowledge that every household faces the potential of unexpected disability or death and the loss of income associated with that. In order to mitigate that risk, individuals should consider certain additional insurance products to protect against loss.

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How to Respond to a Data Breach

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people. The hackers accessed people's names, Social Security numbers, birth dates, addresses and, in some instances, driver's license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information for about 182,000 people. There is no reason to think that data is not for sale to criminals who can use it to open new lines of credit or file phony tax refund requests in peoples' names.

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Risk Management / Long-Term Investments

What is your Risk Tolerance? Identifying and analyzing your preferred level of potential loss is essential in Financial Planning. Once you have saved toward any given goal, the idea is to leverage it so that you can gain more. Risk Management involves the trade off – how much you are willing to risk on the downside to potential gain on the upside.

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Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday

Benefits Management for Businesses

Attentive Investments provides benefit plan and investing management for businesses of almost any size.

Financial Planning and Investments for Individuals

Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

5345 N El Dorado Street
Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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