Finding the Ideal Place to Live in Retirement

Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate.  For the most part, seniors are planning to spend their retirement […]

Active vs Passive Investing

Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last year in response to rising interest rates, this age-old question has emerged again.  Passive investing seeks to generate average market returns and involves hanging on to investments over a long […]

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Growth Stocks vs. Value Stocks

Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into one of two categories: growth stocks and value stocks. Both growth and value stocks […]

Get to Know Your Risk Tolerance

When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well you handle turbulence in the market. […]

Understanding Mutual Funds, Index Funds, and ETFs

It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets of securities, including stocks, bonds and other assets from real estate to derivatives. By investing your money in a variety of investments, you help minimize the risk that your investments […]

The Advantages of a Family Trust

Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes.  Family trusts tend to be most appropriate for families with large estates or a […]

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[Video] Investing in a Bear Market