Retirement Planning: Can Alternative Investments Help You Weather Volatile Markets?
By: Gary Williams
When planning for retirement, you have to balance taking too much risk and too little risk with your investments. Being too conservative creates the potential...
4 Points to Consider When Selecting a Health Insurance Plan … and Why an Advisor Can Help
By: Gary Williams
You know the old saying, “The only things you can be sure of in this life are death and taxes.” Well, we think that should...
Why Independent Financial Planners are Better than Advisors Who Work at a Big Firm
By: Lauren Aimes
Myth: Working with a financial planner from a big, well-known firm is always best. Truth: Small, independent financial planners offer huge benefits for an investor....
What Are Those Letters After Your Name? Credentials for Financial Advisors Explained
By: Lauren Aimes
Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...
How Longevity Has Changed Retirement and the Meaning of Reasonable Risk
By: Lauren Aimes
People are living longer, and that may be a blessing, but when those same people don’t apply that fact to their retirement plan, it can...
Understanding Investment Expenses and the Different Kinds of Financial Services
By: Lauren Aimes
When it comes to hiring a financial advisor, what are you really paying for? What kinds of financial services are you getting for your dollar?...