What holiday gift will your child or grandchild recall fondly in the years to come while also withstanding the test of time? The gift of financial independence
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Instead of focusing on money simply as a thing to accumulate, think about it in terms of what it can do for you. How can you put your wealth to work bringing
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Major natural disasters – hurricanes, tornadoes, earthquakes and wildfires – seem to occur just about every year, but 2020 feels like it has come with an
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The holidays are nearing, and that means it’s time to start pondering gift ideas. What will you do for the people in your life? While unwrapping a thoughtful
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Disability insurance is designed to protect your income in case serious illness or injury keeps you out of work. But it comes in many flavors – short term
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In addition to your wealth advisor, do you have a solid team of legal, tax and insurance professionals who work with you? Is everyone pulling on the same rope
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Expected return is never the only factor to consider when deciding which investments to include in your portfolio. Managing risk, for instance, is another key
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Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500). Learn why
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Preparing for a potential long-term care event is a necessary, albeit often difficult, topic to raise with your advisor. But, while not everyone may need long
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The best tax planning is a continuous exercise, and right now there may be some attractive opportunities to consider. Is it time to take advantage of low tax
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Would you be surprised to know that, generally, U.S. market returns in election years have been virtually identical to all other years? Of course, that doesn’t
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Setting the mix of stocks, bonds and other investments right for you is one of the most important factors in determining your long-term financial success. But
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