A Look at Diversification

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a good chance of getting through. Thus, the majority of the shipment could be [...]

By |2024-02-22T14:21:52-05:00February 22nd, 2024|Investment Center|0 Comments

Building a Solid Financial Foundation

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place that are designed to support [...]

By |2024-02-22T14:20:28-05:00February 22nd, 2024|Investment Center|0 Comments

Women and Wealth: A Pivot Towards Retirement

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and fulfilling transition. An elegant pivot from work life to a life [...]

By |2024-01-19T08:44:38-05:00January 19th, 2024|Investment Center|0 Comments

Financial Strategies for Women

Nearly 60% of women take sole responsibility for making investment decisions, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle.1,2 Although more women are providing for their families, when it comes to preparing for retirement, they may be leaving their future to chance. [...]

By |2024-01-17T08:50:57-05:00January 17th, 2024|Investment Center|0 Comments

How Boomers and Millennials Differ

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent. In short, the economy is changing, and while some of these new practices might raise an [...]

By |2024-01-11T08:49:13-05:00January 11th, 2024|Investment Center|0 Comments

Reviewing Your Life Insurance Needs

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it [...]

By |2023-12-13T08:44:16-05:00December 13th, 2023|Investment Center|0 Comments

Four Reasons to Invest

Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? [...]

By |2023-12-06T08:46:18-05:00December 6th, 2023|Investment Center|0 Comments

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment [...]

By |2023-11-30T09:45:49-05:00November 30th, 2023|Investment Center|0 Comments

Important Birthdays Over 50

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays start making a comeback. In fact, starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have [...]

By |2023-11-10T08:46:42-05:00November 10th, 2023|Investment Center|0 Comments

The Cost of Procrastination

Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You've experienced one of the costs of procrastination. Procrastination can [...]

By |2023-11-08T08:42:41-05:00November 8th, 2023|Investment Center|0 Comments