Rising Interest Rates and Your Investment Strategy
It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero…
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What Does it Mean to Have a Balanced Investment Portfolio
Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return…
What Does It Mean To Be A NAPFA Financial Advisor?
Most people do not even know what NAPFA stands for let alone why NAPFA advisors are recommended. As a NAPFA advisor since 2009, I wanted…
Handling Market Volatility
Over the past few weeks, markets have been experiencing more volatility than what so many have come to expect as the norm and what has…
How Inflation May Affect Your Retirement
When a prospective client over the age of 55 calls my office, more times than not, it is someone who is thinking about retirement. He…
5 Steps to Maximize the Benefits of Your 401k Plan
A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can…
Our Take on Current Market Conditions
As a fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed,…
2017 in Review
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from…