What’s on our mind? You can read about it in our Financial Focus Blog. Whether it’s ideas about prudent planning or emerging trends that affect your retirement savings, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Thursday, August 17, 2023
Generational wealth management refers to the strategic planning, preservation, and distribution of financial assets and resources across multiple generations within a family. The primary goal of generational wealth management is to...
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Thursday, March 9, 2023
When taking my dog to the vet recently I realized how quickly our society is transitioning to electronic document processing. A day before my appointment I received a text message asking me to confirm...
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Wednesday, July 6, 2022
One of an investment advisor's primary roles is helping investors avoid common mistakes that raise costs and undermine results. We often rely upon the field of behavioral finance that tries to identify and explain biases that...
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Monday, June 20, 2022
In general we categorize investment strategies into one of three categories. Each approach plays a different role within a portfolio. Core Market Strategies provide broad exposure to...
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Tuesday, May 17, 2022
The news is bursting with discussion of inflation. It's a subject we haven't had to discuss in great detail for more than 30 years. If you are young then chances are this is your first experienced with inflation. If you are middle...
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Tuesday, January 12, 2021
When constructing a portfolio we seek to design a solution that will keep you invested through all market cycles, up and down. Portfolios implemented with this method have a larger allocation to the stock market,...
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Thursday, November 28, 2019
Bottom line... You can not become a surgeon by buying a scalpel. You are not a dentist because you own a drill. You are not a plumber because you bought a nice wrench. You are not a portfolio manager because you own index funds.
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Tuesday, November 12, 2019
Should I Use A Traditional or Roth Retirement Account? Employer sponsored retirement plans increasingly offer participants a Roth account option in additional to the traditional tax-deferred option. With traditional tax-deferred...
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Sunday, August 4, 2019
Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth....
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