Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
Feb. 6, 2018Article
Not so long ago, the phrase “socially responsible investing” might have brought to mind environmentalists keeping their investment dollars out of companies they believed to be damaging the earth or animal rights activists rejecting companies who...
Jan. 29, 2018Article
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There is a simple and unsettling reality in the United States. Most Americans are not financially prepared for retirement.
Some are completely unprepared. The Employee Benefits Research Institute (EBRI)’s 2017 Retirement Confidence Survey found...
Jan. 29, 2018Article
Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.
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When stock markets are highly volatile, the roller coaster ride can test even the most stoic of investors. But those with a...
Jan. 4, 2018Article
You have worked hard, managed your finances well and invested wisely to protect your future and to care for your family. It’s crucial not to lessen your vigilance when it comes to your estate. The American Taxpayer Relief Act has lulled some...
Dec. 12, 2017Article
With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to...