Financial Terms from A to Z
Diana Castro, CPA, CFP® | Senior Financial Advisor When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms [...]
Self-Funding Long-Term Care
By: Antonio Castillo | Associate Advisor Long-term care is probably one of the biggest elephants in the room. In 2016, the Office of the Assistant Secretary for Planning and Evaluation published [...]
Retirement Planning Success: Impact of Market Declines on Monte Carlo Simulations
Abrin Berkemeyer CFP®, AIF®, Associate Advisor As we know, markets move in three directions: up, down, and sideways. When the market declines, it can leave many wondering “am I still on track to [...]
New Year, Fresh Start: A Financial Planning Checklist for the New Year
Chelsea A. Benoit, CFP®, Associate Advisor The new year typically ushers in fresh opportunities and an energy of renewal. This time of year encourages people to pause and reassess which areas of [...]
Insurance Review: Making Sure You Have the Right Protection
Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]
The Concept of Asset Location: What is it and why is it important?
By: Steve VanNostrand, CFP®, Senior Financial Advisor For decades, asset ALLOCATION -balancing risk and reward in one’s portfolio by diversifying investments across asset classes like equities, [...]
Protecting Yourself Online
There is a proliferation of articles in the news these days about cybersecurity. As more and more people share an increasing amount of detail about their life online, cybersecurity becomes an [...]
Millennials: Late to the Party, Right on Time for the Economy
Millennials have suffered, or perhaps provoked, the ire of their elders for how slowly they have matured. The largest generation in American history—84.7 million versus 79 million when the Baby [...]
