December 2018 Monthly Insight – Diversification

“You have to understand what market history looks like. What market history tells you is that the very, very best investments are made when things look the worst.” —William J. Bernstein Diversification of an investment portfolio is a best practice for long-term...

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10 Common Medicare Questions Answered

With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system works, and how these inner workings affect their retirement decisions. These ten questions address some of the most common sources of...

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Get Ready for 7 Serious Life Transitions Ahead

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full article.

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No-Regrets Lessons From a Man at Death’s Door

What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. Click...

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Developing a Realizable Vision for Retirement

Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re...

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May 2018 Monthly Insight: Perspectives on Market Volatility

I don't focus on what I'm up against. I focus on my goals and I try to ignore the rest. -Venus Williams, American professional tennis player, 2nd in all-time rankings Last year, stocks marched higher with only minor pullbacks.  The largest decline from peak-to-trough...

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