risk management

"A WHOLE NEW WAY TO LOOK AT PAYING FOR COLLEGE"

Learn how to obtain a college education without incurring 100,000+ in student loans.

Do you have a freshman, sophomore, or junior in high school?

If you are concerned about paying for college and still being able to retire, you must attend this free seminar.

In This Issue:

• Key Retirement and Tax Numbers
• Hybrid Funds, Lifestyle or Target?
• What Happened to Your Money?

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If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.

In over 40 years of business, our firm has never lost any money for our clients, in part because they don't own mutual funds. The following article seeks to simplify the many complexities of mutual fund expenses so investors are able to discover the true costs associated with mutual fund ownership.

From Patrick Doherty, CFP®

This past weekend’s news channels were consumed with President Trump, Robert Mueller, and the report summary of the Russia collusion investigation.  If you were paying attention to the economic news before this took over the media, you likely heard the alarmist headlines on Friday about the inverted yield curve, which (you probably also read) inevitably signals an upcoming economic r

By Ken Nopar, Senior Philanthropic Advisor

Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result from events entirely out of your control such as illness, disability, or from the loss of a job.