News & Guidance

  • AdobeStock_254534782 - risk tolerance

    Discover your risk tolerance

    When it comes to investing, everyone has a different risk tolerance. Your co-worker or neighbor may not give a second thought to an investment that leaves you with a sinking feeling in the pit of your stomach. But, risk tolerance isn’t a matter of “good or bad.” Whether you thrive… Learn more »

  • AdobeStock_288519746 - volatility

    Recent Market Volatility

    In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Additionally, for long-term investors, reacting… Learn more »

  • ease into retirement

    Easing Into Retirement

    Imagine today is your first day as a retiree. Do you have a plan for today and for the following weeks, months and years? How do you envision your new life? With whom will you spend your days? Do you have enough savings to enjoy life and pay for your… Learn more »

  • 1000x380-v2 - Gurus advice

    Timeless Investment Wisdom from 3 Gurus

    When things seem unsettled, follow a timeless advice from a trio of investment gurus. Their wisdom is especially appropriate amid current turbulent circumstances. On the other hand, the variables change, but crises and problems always occur and, at least temporarily, they affect markets. Here’s some food for thought from three… Learn more »

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    Why Should You Diversify?

    With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending December 31, 2018, the S&P 500 Index had an annualized return of 8.49% while the MSCI World ex USA… Learn more »

  • 1000x380-v1 - Life Insurance

    Life Insurance: How Much Is Enough?

    You may already know the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage can be complicated. Rather than using an arbitrary formula, such as having enough coverage to equal… Learn more »