Learn the basics of rebalancing your investment portfolio. In this 3 minute video, we’ll review asset allocation and when to change it, when to sell, and reinvesting..

You might think you have a diversified investment portfolio, but do you? Over time, a portfolio can become over-weighted in a sector that has been out-performing the broader market. Learn more in this 2-minute video.

Congratulations! You've decided to save money for your retirement! Now, the next question is, how should you invest it? The answer is: it depends. Everyone's situation is different, and your choices should reflect your unique circumstances. There are three factors in...

The stock market can sometimes take investors on a wild ride. Should you consider selling your stocks when the market drops? Watch this 3 minute video to help you decide.

In our last blog post on the subject, we've seen how increasing your retirement plan contributions by 1% can make a big difference over time. Now let's look at the difference EARNING 1% more on your portfolio can make over time in this 2.5 minute video.

The term "Sandwich Generation" was coined in the early 80's to describe women in their 30's and 40's who were sandwiched in between caring for young children and aging parents. Now, as life expectancies increase, and more adult children are taking longer to reach...

The chaotic demands of life these days often mean your finances take a back seat to everything else. But there's a way to bring your financial needs back to the forefront, and, more importantly, keep them there through the process of financial planning. Find out why...

No matter what’s happening in the market, avoiding these 4 money mistakes can help you survive in any economy. Are you making these mistakes?  Find out in this short video. Need help avoiding these mistakes, or need a financial check up?  Reach out!

1% may not sound like a lot, but when you're talking about dollars and cents, 1% can make a big difference over time. How much of a difference?  Find out in this 2 minute video. Have questions on how much to contribute and/or allocate your investments? Just drop us a...

What’s your dream for retirement? Most of us dream of a retirement where our time is our own. But how will you afford those dreams? Social security may help, but it’s up to you to plan ahead. Fortunately, your employer wants to help! Find out why you should consider...