Resources

When Planning, Focus More on Goals, Less on Numbers

Reaching a place of financial well-being often requires a different way of thinking about investments. Financial planning is a complex, lifelong process that people tend

Help Protect Yourself from Bad Investments

You’ve probably seen the current news about unethical and illegal sales practices by Wells Fargo and other banks. You probably also receive many invitations to

Growth vs. Value Approaches to Investing

Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies that offer strong earnings growth,

Unexpected Life Insurance Cost Increases

In the last few months, you may have received a letter from your insurance company about your Universal Life policy. The letter would have informed

The Presidential Election and the Market

The current Presidential election has been more entertaining than most in recent history, but it has also been one of the more troubling. Emotions have

The Fallout from Brexit

“Brexit,” or Britain’s referendum on whether to exit from the European Union, took an unexpected turn yesterday when British citizens, in a narrow vote, decided

QTIP Trust for Blended Families

Many estate planning decisions that are simple for traditional families can prove very complicated in today’s age of multiple marriages and “blended families.” There are

The Lowdown on Robo-Advisors

Robo-advisors or robo-advising has been a buzz word lately but both its meaning and future have been unclear to many. Robo-advising is the practice of

When Planning, Focus More on Goals, Less on Numbers

Reaching a place of financial well-being often requires a different way of thinking about investments. Financial planning is a complex, lifelong process that people tend

Help Protect Yourself from Bad Investments

You’ve probably seen the current news about unethical and illegal sales practices by Wells Fargo and other banks. You probably also receive many invitations to

Growth vs. Value Approaches to Investing

Growth and value are two fundamental approaches, or styles, in stock and stock mutual fund investing. Growth investors seek companies that offer strong earnings growth,

Unexpected Life Insurance Cost Increases

In the last few months, you may have received a letter from your insurance company about your Universal Life policy. The letter would have informed

The Presidential Election and the Market

The current Presidential election has been more entertaining than most in recent history, but it has also been one of the more troubling. Emotions have

The Fallout from Brexit

“Brexit,” or Britain’s referendum on whether to exit from the European Union, took an unexpected turn yesterday when British citizens, in a narrow vote, decided

QTIP Trust for Blended Families

Many estate planning decisions that are simple for traditional families can prove very complicated in today’s age of multiple marriages and “blended families.” There are

The Lowdown on Robo-Advisors

Robo-advisors or robo-advising has been a buzz word lately but both its meaning and future have been unclear to many. Robo-advising is the practice of