Recently, a client asked-"Why should I buy bonds when interest rates are rising? It’s my understanding that when interest rates rise, existing bonds decrease
Understanding your risk tolerance is one of the most important elements of investing; knowing how your risk tolerance effects your investment decisions is vital
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds
After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are looking to the future once again. A
Chances are good that if you read or watch the prime time news on any given day, one of the top stories will relate to emerging risks around the world
All investors – be they conservative, moderate or aggressive – need to understand that the level of return they expect to generate is directly related to the
Most people looking to implement a financial plan are making decisions with the long term in mind. While what long term means tends to vary depending on
When it comes to our actions, we rely 99% on our rational decision-making and 1% on our emotions, and it’s often that 1% that actually triggers action. So
Asset allocation has become an established investment strategy for those who understand the long term nature of investing and the need to achieve an optimum
When it comes to investing, people are often their own worst enemy. Emotions, such as fear and greed have a way of driving even the most rational people to
If you are currently contributing a part of your earnings to a qualified retirement plan, such as a 401(k) plan, you are already applying the dollar-cost
Numerous surveys indicate an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice. This is not
