Couples Questionairre

Couples Questionairre

This helpful questionnaire will help you and your partner think about your financial goals and also provides us with crucial information as we begin our relationship with you, our clients. View the...
Benefits of Dollar Cost Averaging

Benefits of Dollar Cost Averaging

The benefit of dollar cost averaging is „ highest when there is uncertainty in the market. Dollar cost averaging is easy to „understand, eliminates timing difficulties, and removes emotions from decision-making. Dollar cost averaging does not protect „ investors against...
10 things a woman should know about her finances

10 things a woman should know about her finances

Today’s woman needs a financial plan to call her own. That’s because her investment strategies often need to be different from a man’s. A longer life span, a lifestyle that generally takes her in and out of the work force more often, and lower lifetime earnings are...