Couples Questionairre

Couples Questionairre

by | 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.
Benefits of Dollar Cost Averaging

Benefits of Dollar Cost Averaging

by | 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...