May 24, 2014 As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses. Mutual fund managers...
May 27, 2014 A recent Wall Street Journal article highlighted some common retirement planning misperceptions – For example: You’ll probably retire earlier than expected. The trend of people retiring at older ages is real, but it is not happening to the extent...
May 22, 2014 Most people associate financial planning with investment management, when in fact investment planning is only a small piece of the financial planning process. We actually believe that the investment management is the portion where the presence of a...
April 25, 2014 When investors pulled out of 529 plans during the economic downturn, insurance companies shifted their marketing to capture a growing portion of the college savings market. The insurance products often sold for college savings are Whole and Indexed...
September 30, 2013 We all know that the decision to start or grow a family is based upon many factors other than finance, but none-the-less, having children is expensive. Being realistic about the expense of raising a child in today’s America is important. Once you...
