We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.
Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm.
In the world of investments, a bumpy and unpredictable ride can await those with concentrated and undiversified portfolios and investors who constantly tinker with their asset allocation. Of course, everyone feels in control when recent market performance has been positive….
In this article, we discuss risks to the safety of your financial information and actions you can take right now to protect your data and your assets.
Every year brings its share of surprises. But how many of us could have imagined that 2016 would see Bob Dylan receive the Nobel Prize in Literature, Donald Trump elected president, and the Dow Jones Industrial Average close out the year a whisker away from 20,000?
Dollar-cost averaging (DCA)—investing the same fixed amount of money in a particular fund (or portfolio) at regular intervals—is a technique that helps you avoid the
There has been much speculation in the press about why volatility has been low, how this is related to the real economy and global events, and what it might mean for future returns. However, these are just stories
For many, the inauguration of a new President has sparked a renewed interest in government, politics, and making a difference. Did you know that you can make a tax-deductible gift to pay down the federal debt and earmark it for a specific federal agency?
In the world of investments, a bumpy and unpredictable ride can await those with concentrated and undiversified portfolios and investors who constantly tinker with their asset allocation. Of course, everyone feels in control when recent market performance has been positive….
In this article, we discuss risks to the safety of your financial information and actions you can take right now to protect your data and your assets.
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