Creating a Financial Plan for Today’s Volatile Economy

One of the biggest and most common mistakes that investors can make, especially at and near retirement, is considering all of their total assets as a single bucket of money. This one lump sum may be responsible for providing income, growth, major medical expenses and…

Understanding Your Risk Tolerance & Investment Goals

When is the last time you closely reviewed your investment strategy? Often times an investor will pick an investment allocation and set their savings on autopilot. While this can be a great routine to create healthy savings habits, it is important to periodically check in…

Modern Challenges of Investing in Today’s Volatile Economy

With market performance in 2016 off to a bumpy start, many Americans, particularly those at and near retirement, are keeping a close watch on their portfolios in the New Year. On January 15, the Dow Jones Industrial Average (DJIA) dropped nearly 400 points in one…

A Love Letter to Your Family: Five Estate Planning Essentials

With Valentine’s Day just around the corner, boxes of chocolates, teddy bears and flower specials are popping up at every turn. This year before you reach for your wallet, consider a gift that your loved ones can really use: estate planning essentials. While it may…