investment portfolio

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Trump and Your Investment Portfolio

Election 2016 is finally over.  Chances are, you woke up on November 9 feeling either elated or discouraged.  Whether your candidate won or lost, I […]

#1 Investment Myth –Effectively Managing Your Own Portfolio

In today’s world there is a lot of noise regarding do-it-yourself investing.  If you Google “Do-it Yourself-Investing”, over 44.8 million search results are generated.  The […]

Why Women are Excellent Investors!

Women are different than men.  As a Certified Financial Planner® this holds true in the investment world.  Women are faced with unique challenges as they […]

How Much Is a Financial Planner Worth?

According to Wikipedia, financial planning is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict […]

Why it May be Advantageous to Diversify Retirement Savings

Although income may be lower than it was during working years, retirees may be surprised when their tax bracket is unchanged or even higher during […]