Blog & Articles

Do Your Investments Match Your Risk Tolerance?

May 15, 2019

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance for risk. Over time, though, your…

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College Planning vs. Retirement Planning: How the Strategies Differ

May 9, 2019

Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or sending them to kindergarten. The next thing you know, they’re preparing for college. Blink and you might miss it. If…

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Late on Retirement Planning?

May 2, 2019

Tips to Jump-start Your Savings It’s graduation season. Do you have a graduate who is finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new…

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Could Social Security Really Go Away?

April 23, 2019

Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These warnings, however, assume…

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Retirement Egg Hunt

April 17, 2019

How to Find Hidden Assets in Your Strategy Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around…

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Do You Have Enough Income to Survive a Rainy Day in Retirement?

April 4, 2019

Everyone is familiar with the popular saying “April showers bring May flowers.” The arrival of spring also means the arrival of rainy weather. While rainy days are never fun, they signal the end of winter and the coming arrival of blossoming flowers and warmer weather.…

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Do NCAA Tournament Winners Predict Market Returns?

March 28, 2019

If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of games every weekend, buzzer-beating finishes and unbelievable upsets. If you’re like many fans, your bracket is already a mess. It’s…

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Tax Season Is Here:

March 20, 2019

4 Tax Tips to Consider for 2019 The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes…

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