War in Ukraine, Market Turbulence, Recent Rebalance

Recent changes in the geopolitical environment have warranted changes to our portfolios. As the deeply disturbing war in Ukraine continues to develop, we are observing the potential impact on the stock, bond, and commodity markets across various sectors and regions.  We have decided to reposition the portfolios to adapt to the escalating conflict in Eastern […]

Estate Planning Basics

Estate planning is the process of ensuring that your assets are properly distributed to your heirs upon your death and designating who will handle your affairs should you become incapacitated. Estate planning is important for all of us, not just the ultra-wealthy. Here are some estate planning basics to consider.  Take inventory of your assets  […]

Retiring and the Transition From Accumulation to Conservation

Retirement is a transition in many ways. Your daily routine no longer centers around work. Retirement also represents a time of financial transition as well.  During your working years your focus is generally on accumulating money for retirement. This means contributing to your 401(k), IRAs, taxable investment accounts and others. Your investment strategy may also […]

Why is Asset Allocation Important For Your Investment Portfolio?

Asset allocation is an investment strategy that adjusts the percentage of each holding in an investment portfolio according to the investor's risk tolerance, goals and investment time frame.  One famous industry study indicated that over 90% of the return from an investment portfolio was attributable to the portfolio’s asset allocation. While some have questioned whether […]

What is Financial Planning?

The term “financial planning” is a common one that is often written about in the financial press. Many financial advisors list financial planning among the services that they offer to clients. We believe this is a critical part of the services that we provide our clients.  But what is financial planning? We think its important […]

Why Your Financial Advisor Should Prepare Your Income Taxes

Taxes, investments and financial planning are more intertwined than ever. Decisions about investments and financial planning increasingly include weighing the tax implications. Add in the multitude of potential changes in the tax legislation proposed by Congress and the need for an expert financial and tax advisor who understands your entire financial situation is more critical […]

What is a CFP®?

CFP® stands for Certified Financial Planner. The CFP® designation is perhaps the most well-known credential in the financial planning and financial advisory space. Let’s take a look behind the CFP® designation to help you understand what is involved in earning and maintaining this important designation.  What is a CFP®?  A CFP® is someone who has […]

Questions to Ask When Hiring a Financial Advisor

Hiring a financial advisor is an important decision. Whether this is your first relationship with a financial advisor, or you are replacing an advisor who is no longer right for your needs, it's important to do all you can to ensure that you are hiring the best financial advisor for your situation. Asking the right […]

How Does Inflation Impact My Investing Strategy?

Inflation is frequently mentioned in the news and particularly by the financial press. Lately we’ve heard about inflation connected with many products and services as we emerge from the pandemic. Inflation is often linked with Federal Reserve policy as well.  Inflation is a key variable to consider in your financial planning, especially for those nearing […]

What to Know About 401(k) and IRA Rollovers

Rolling over a 401(k) account when you leave an employer can be a smart move with these important retirement assets. IRA accounts are also an important tool in your retirement savings efforts. From time to time it might make sense to roll an IRA account from one custodian to a new one.  Let’s look at […]

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