Blog & Articles

Do You Need An Estate Plan?

January 14, 2020

You have an “estate”. It doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die you leave behind an estate. For some, this could be real property, an investment portfolio and more. For others, it could be as…

Read this Article

Reducing the Risk of Outliving Your Money

January 2, 2020

“What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019 AIG retirement study ranked outliving their money as…

Read this Article

Cybersecurity

December 26, 2019

Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center says that these corporate data breaches reached a peak of 1,632…

Read this Article

Nearing Retirement? Give Yourself This Gift This Holiday Season

December 17, 2019

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role…

Read this Article

An Estate Planning Checklist

December 10, 2019

Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and…

Read this Article

How the Markets Performed in 2019 and Tips to Prepare for 2020

December 4, 2019

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and make adjustments for the upcoming year. The performance of your portfolio in 2019 depends on…

Read this Article

You’ll Be Thankful You Made These Retirement Decisions

November 20, 2019

What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for which you’re thankful. Many of our blessings and fortunate circumstances are determined by choices we…

Read this Article

Volatility vs. Risk

November 6, 2019

What's the Difference and How Do They Impact Your Portfolio? Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can both refer to market downturns, they don’t have the exact same meaning.…

Read this Article