You may be thinking that you can do-it-yourself for your financial planning and investment management, as DIY seems to be the choice of many these days. With all the technology we have at our fingertips, it might seem that finance apps, retirement calculators, or...
Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules of thumb” can be guides in decision-making, they should NOT be driving...
Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
In a global economy, hosting international investments in your retirement and other investing portfolios is paramount. It may be something you hear financial professionals communicate. Why is this international exposure important? What benefits do international...
If you have an investment portfolio or are considering improving your retirement strategy, we’re sure you’ve heard the word: diversify. Diversification is an important aspect of any investment management program or retirement plan. Choosing where to allocate funds to...
