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How Rebalancing May Improve Long Term Performance
For long-term investors, it’s important to focus on tried-and-true disciplines that have worked over time more than what the stock market is currently doing or what the talking heads predict the market will do. Rebalancing is one such discipline that can potentially reduce risk and increase long term performance, and may also help reduce some of the worry that accompanies times of increased market volatility. What is Rebalancing? Rebalancing is the…
5 Ways To Build Your Emergency Fund
There’s great comfort in knowing you can weather the most common “financial emergencies” like a new transmission for your car, a trip to the emergency room and even the dreaded AC unit replacement. It’s important to have an emergency fund in…
How To Retire In Your 50’s
The idea of retiring in your 50’s as opposed to your 60’s appeals to many Americans, and for good reason. Why postpone the good life, right? However, if you are serious about retiring early, you need to plan in advance and…
Can You Use Your IRA to Pay for College?
It’s no secret that college expenses add up quickly. Nowadays, paying for college takes time and careful consideration of a family’s finances. Good news is there are plenty of saving plans available to help pay for college – the most…
Fight Fear With Facts
By all accounts it has been a phenomenal run for stocks. Through the end of 2017, the S&P 500 has had a positive total return in 19 of the last 20 quarters. The S&P 500 recorded a loss of 0.8%…
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
