Blog

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Free Webinar: 2021 Market Forecast

Oct 28, 2020
2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…

5 Things to Know About the Free Application for Federal Student Aid (FAFSA)

Oct 22, 2020
Beginning on October 1, millions of American college students and their parents will fill out and file the Free Application for Federal Student Aid (FAFSA) for the next academic year. This application…

Signs That It Is Time to Review Your Life Insurance Coverage

Oct 15, 2020
As your life changes, so may your need for life insurance. To help ensure that your coverage stays in sync with your changing needs, it is important to review it periodically, as well as when major changes…

Webinar: Smart Charitable Giving Strategies During a Pandemic

Oct 07, 2020
Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

ESG Investing: Contribute to the Greater Good

Sep 29, 2020
Long before it was called ESG (environmental, social, and corporate governance) investors were calculating ESG risks.   Raw material costs, pollution controls, and environmental lawsuits are now called…

Diversification: The Practice of Not Putting All Your Eggs in One Basket

Sep 24, 2020
Just as with eggs, spreading your money across a range of investments can help reduce risk in your portfolio by lessening the impact that a fall in any one market, sector, region, or individual investment…

The Two Estate-Planning Documents You Need for College-Bound Kids

Sep 10, 2020
Estate Planners are seeing a new trend where their clients are increasingly requesting to put estate-planning documents in place for their college-bound kids. This aligns with the new data that shows young…

Your Social Security Statement: Making sure you receive the correct benefits

Sep 08, 2020
Even if you are decades away from retirement, it’s a good idea to review your Social Security Statement annually to help ensure that you receive the correct benefit amount when you retire. What is a Social…