October Macro Economic Update

IntroductionThe following is a brief, hopefully easy to understand, explanation of where global markets presently stand. You will also find what we are doing within our clients' portfolios to help create security for our clients and help keep them on track to achieve their goals. 

Why Passive Investing Scares Me...Especially Now

Fact: 50% of every invested dollar today is placed in index funds and exchange-traded funds (ETFs)

Should You Consolidate Your Retirement Accounts?

If you’re like most people, you’ve saved for retirement in multiple ways, including employer plans and individual retirement accounts (IRAs). As you approach retirement, it may make sense to consolidate all of your savings into one account to achieve a coordinated investment plan.Why consolidate?Consolidating your retirement accounts offers several potential benefits:

If They Could Turn Back Time...

It’s an age-old question that most people can’t resist daydreaming about. If you could turn back time, what would you have done differently? Some people might have chosen to invest more in relationships. Others may have taken more—or fewer—risks. Many would have devoted more time to having fun.

How to Create a Personal Financial Statement

Similar to a company’s financial statements, a personal financial statement can help you assess your financial health and assist you in budget planning. It can also give you an idea of the kinds of information that banks and other lenders use to determine your ability to repay loans. Curious to know where you stand? Here, we show you how to get a handle on your finances by creating a personal

More Money in the Bank

We all would love more money in our bank account, right? Are the "little" things keeping you from getting the things you truly want?

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