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Will My Portfolio Last Through Retirement?

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 [...]

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The Pattern of Returns: How They Might Affect You

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 [...]

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International Investments: Are Your Investments Benefitting from this Important Factor?

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 [...]

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Exchange-Traded Funds (ETF) and Mutual Funds: What are they?

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 [...]

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Bonds: Relevant or Not?

Does it still make sense? With Treasury yields firmly hovering near 2020’s all-time lows, the looming threat of inflation, and a Federal Reserve that recently began its long march toward policy [...]

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Financial Planning: How to Build Generational Wealth That Lasts

There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: [...]

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New Financial Advisor: Are You Getting the Best for You?

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

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Reasons to Pay Financial Planning and Advice Fees

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 [...]

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Financial Advisor Expertise and Certifications

What do all the letters mean? A quality financial advisor likely has some advanced certifications and education, but the letters after their names may not be front-of-mind if you don’t work in [...]

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My Investments: Seeing Beyond the Short-term View

The last few weeks have been difficult for everyone. It feels like our world has been turned upside down on many levels. The spread of the COVID-19 virus has affected almost all aspects of our [...]

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