Rebalancing is the process of making periodic adjustments to an investment portfolio to help ensure the asset allocation remains consistent with the investor’s long-term investment strategy. The objective of this article is to provide information on some of the most popular portfolio rebalancing strategies and help you understand how important periodic rebalancing can be to […]
View PostThe Single Most Important Thing Your Doctor & Lawyer Have That 99% of Financial Advisors Don’t – a Fiduciary Responsibility
Ask for a Financial Advisor held to a Fiduciary Standard. A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor […]
View PostSetting up a 529 plan? Don’t forget to include your children in the discussions.
The desire of kids to attend their ‘dream school’ is a dangerous one if it forces you to borrow your way through life. Your children should learn about the financial aid process in while still in elementary school; learning the details while in high school. Student loans are one of the issues that inspired this […]
View PostAre you reviewing your portfolio?
Who has time to follow the latest news to really understand what it means to your portfolio? Everyone is busy with the day to day life schedule. This might include taking your children to school, sports, and other activities, going on dates, meeting clients for meals outside the office, letting loose at a party or on […]
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