A Financial Advisor Can Be Your Knight in Shining Armor During a Recession

In Medieval times, knights were the protectors of villages, castles, and kings. They were trained for combat and developed unique fighting skills to thwart enemies. A financial advisor can do the same against risk factors that threaten your portfolio, especially in a downturn. In the same way that a trained knight defends his kingdom from [...]

2022-10-31T12:51:09+00:00October 31st, 2022|Financial Planning|

The Real Impact of Volatility

The word “volatility” is being used excessively nowadays in discussions about financial markets and the economy. “Volatility” is commonly used to describe downward trends in a market. However, that is not what volatility means! “Volatility” describes erratic price changes in stock markets or other markets over short periods of time. Differentiating Down Trends and Volatility [...]

2022-10-23T23:01:33+00:00October 24th, 2022|Investments, Stock Market|

Know The Two Staples of Estate Planning – Trusts and Wills

Planning for after your death can be difficult. However, deciding how to distribute your assets is critical for your family and your legacy. If you neglect to plan for your succession, your assets may end up in legal battles with your loved ones, and you don’t want that. Therefore, it is critical to get started [...]

2022-10-16T19:44:34+00:00October 17th, 2022|Estate Planning|

Studying Up on Your Retirement Plan

Do you reminisce about the great times you had during your academic years when you think back on them?  Whether it's college, high school, or postgraduate study, schooling prepares students for their future by giving them the tools they need. When it comes to retirement planning, the same principle applies! You still have your entire [...]

2022-10-09T14:49:45+00:00October 10th, 2022|Retirement Planning|

Know These 3 Mistakes or Else You’ll Strike Out on Your Taxes

You may be wondering where to begin thinking about your tax strategy so you are not excessively taxed in retirement. Avoiding these three common mistakes can help you begin thinking about what a comprehensive tax strategy might look like for you. Having Too Much Taxable Income When you approach retirement, you'll have to start thinking [...]

2022-09-30T20:07:43+00:00October 3rd, 2022|Financial Planning, Taxes & Tax Planning|
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