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by admin | Jun 22, 2016 | couples, workbook
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 document.
by admin | Jun 22, 2016 | investment strategy, stock market
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...
by admin | Jun 22, 2016 | financial tips, women
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...