Have Yourself a Well-Balanced Portfolio (to the tune of Have Yourself a Merry Little Christmas)
Have yourself a well-balanced portfolio, Let your drawdowns be light, From now on, your panic selling Is out of sight ...
Should You Let AI Manage Your Money - What to Know Before You Decide
“Should I be using a robo-advisor?” “Can I self-manage my accounts with AI now?” “Do I even need to pay for a financial planner anymore?” With AI becoming more visible in everyday ...
Changes to Charitable Giving
With so many provisions tucked into the July legislation that was passed by Congress, it can be easy to get lost in all the changes to taxation. Running close to 1,000 pages, there is a lot included! ...
The Great Wealth Transfer and Estate Planning - How Families Can Prepare Together
If you’ve been following financial news, you’ve probably come across the phrase “The Great Wealth Transfer”. Put simply, this refers to the shift of wealth from one generation to the next.
Are Target Date Funds the Ideal Choice for Your Retirement Plan?
Target date funds (TDFs) are everywhere, from 401(k)s to IRAs, and they are quickly becoming the most common default investment in 401(k) plans. They allow you to pick the ...
When is the Right Time? Decision Factors for Seniors Considering a Move to Senior Living Facilities
As people age, questions surrounding future living arrangements become increasingly important. For seniors and their families, the decision to move into a senior living facility ...
