A comprehensive evaluation of an individual’s financial state and the creation of a plan designed to meet the individual’s personal needs and financial objectives
Establishing the appropriate asset allocation and on-going monitoring of an investment account based upon an individual’s financial goals and risk profile
Providing fiduciary investment services under Department of Labor regulations including fund selection and investment account management to retirement plan Trustees and Participants
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What does the Tax Reform and Jobs Act mean for you?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
A few strategies that may help you prepare for the cost of higher education.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.