Slide 1

 

Slide 2
Slide 3
Slide 5
Slide 6

Blog

November 11, 2019

Volatility vs. Risk: 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…

October 29, 2019

Three Investing Mistakes that Can Haunt Your Retirement

It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be…

October 14, 2019

Four Financial Steps to Take Before the End of the Year

Fourth Quarter Planning Checklist It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip…

September 25, 2019

Your First Year of Retirement: Why It Can Be More Stressful Than You Think

Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and saved your entire career to get to this point. Very soon, you’ll be able…

September 11, 2019

Is September the Worst Month for Investing?

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For…

August 30, 2019

Women & Retirement Planning: 2 Unique Challenges

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85…

August 9, 2019

How Retirement Has Changed Over the Last 30 Years

The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was…

July 18, 2019

Do You Know Your Risk Tolerance?

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a…

July 5, 2019

3 Tips to Achieve Financial Independence Before You Retire

Declare Your Independence in Retirement Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a…

June 27, 2019

3 Affordable Tropical Locations for Your Retirement

Where in The World Would You Retire? Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only…