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Rebalancing Your Portfolio

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?

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Planning on Paying for Your Kids’ College Education? Consider a 529 Plan

If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

Prioritizing Your Retirement Needs, Part I

When you take the time to ponder your retirement picture, how much do you see and how well-focused is the…

Estimating the cost of college

It doesn’t take a degree in finance to see the cost of college continues to rise.

Market Timing: Risk vs. Reward

For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…

Rebalancing Your Portfolio

What is rebalancing and what does it have to do with my portfolio? Over time, different investments’ performances can shift…

Four Really Good Reasons to Invest

The reasons to invest may have nothing to do with your retirement. Here are four good reasons.

Measuring the Value of a Financial Advisor

Your financial advisor can help potentially earn higher investment returns and reduce retirement planning stress What’s the value of a…

The Anatomy of an Index

Did you know that more than $7 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index,…

The Cost of Procrastination

You’ve experienced one of the costs of procrastination. Procrastination can cause missed deadlines, missed opportunities, and just plain missing out. Procrastination…

Sudden Wealth

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans,…

Retirement Plan B

Will I ever have enough to retire? Will I outlive my savings? How can I catch up if I haven’t…