Since 2002, the US has been in a long-term secular bear market that some have described as the lost decade. Although the US is still the largest economy on earth in GDP terms; chronic deficits, unsustainable debt, and the global banking crisis since 2008 have called into question the viability of the traditional "Buy, Hold, & Hope" investment philosophy. As we enter our second decade of low returns investors are demanding both a DEFENSIVE approach that protects on the downside while providing OFFENSIVE strategies for growth of their portfolios.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Purchasing homeowners insurance is critical for protecting your home.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn a little about worldwide currency in this fun infographic
This checklist can give you a quick snapshot of how prepared you are.
Do your insurance needs stay the same when the nest empties?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.
Make your retirement as exciting as your next vacation.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate