Monthly Archives: December 2018

Getting Retirement Ready as the Finish Line Approaches

If you’re in your 50s or early 60s, your much-anticipated retirement day may be approaching soon. This makes now a critical time to make sure you’ll have enough money to live comfortably in retirement. So how do you measure up from a retirement savings standpoint? According to the Economic Policy Institute, the average retirement savings […]

continue reading

Is Your Asset Allocation Still in Line with Your Investment Objectives?

In a recent blog, we explained why now is a good time to focus on making some year-end tax moves that could save you money when you file your tax return this spring. This is also a good time to reexamine the allocation of assets in your investment portfolio. Asset allocation refers to how your […]

continue reading

Dealing with Market Volatility: Is It Time to Reexamine Your Risk Tolerance?

A certain amount of volatility is to be expected when investing in the stock market. But the past couple of months have taken investors on a wild roller-coaster ride that has even some experienced traders feeling a little bit dizzy. Volatility Becoming the Norm A trend line showing the daily closings of major stock market […]

continue reading

A Decade Later: Lessons Learned from the Financial Crisis

While September 15 probably wasn’t circled on your calendar for any particular reason, it did mark an important milestone. Ten years earlier, Lehman Brothers filed for bankruptcy, which many view as the start of the financial crisis. A lot has changed in the economy and the financial markets over the past decade.  For example, the […]

continue reading

How can I get started?

contact us