News & Guidance

  • 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 »

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    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 »

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    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 »

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    Tuning Out the Noise

    When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested. For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as impactful to your financial well-being can… Learn more »

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    7 Retirement Considerations

    Thinking ahead can spell the difference between a successful retirement with enough money and a stressful one. Here are 7 retirement considerations that every investor should think about: 1. Understand Social Security. The goal with Social Security is to optimize the amount you receive per month when you finally retire.… Learn more »