Blog

Filter Blog by:
4 Easy Ways to Diversify Your Investments

Blog

4 Easy Ways to Diversify Your Investments

Published By Jake Bleicher, Equity Analyst The benefit diversified investments has for a portfolio is simple, in theory. It reduces the impact any individual investment has on the portfolio, and proper diversification can help mitigate losses during a market downturn. In practice however, portfolios can become a large hodgepodge of various assets rather than a methodical allocation. The key is to reduce the correlation between assets so that they generally perform independent of one another.

Read More
5 Reasons It’s Important to Set Financial Goals

Blog

5 Reasons It’s Important to Set Financial Goals

Published by Rob Furlong, Portfolio Manager The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range.

Read More
How Emotional Decisions Can Ruin Your Investment Strategy

Blog

How Emotional Decisions Can Ruin Your Investment Strategy

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return.

Read More
THE RETIREMENT CRISIS

Blog

THE RETIREMENT CRISIS

by Melanie Hasty-Grant THE RETIREMENT CRISIS:  FAILING TO PLAN IS PLANNING TO FAIL After a lifetime of hard work, people feel they should be able to live out their golden years with financial independence. Unfortunately for many, failing to plan means planning to fail. When folks

Read More
When Can You Retire?

Blog

When Can You Retire?

Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows.

Read More
Why Diversified Investments Are Crucial

Blog

Why Diversified Investments Are Crucial

Published by Tyler Schlumpf There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments.

Read More
INFIDELITY – LOVE, SEX and MONEY

Blog

INFIDELITY – LOVE, SEX and MONEY

By Melanie Hasty-Grant INFIDELITY – LOVE, SEX and MONEY Having been a therapist for many years, one of the most devastating issues when working with couples, is infidelity.  There are many forms of infidelity.  Let’s review three of them. Most often what comes to mind is a sexual affair. A sexual affair is when a person engages in sexual activity with someone other than their spouse.  This could be anything from sexual intercourse, to kissing, to making out.   Also included in this category are online affairs through chat rooms, dating and pornography sites. A lesser known type of affair is...read the full article

Read More
How Much Do I Need to Retire?

Blog

How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning. 

Read More
What Does Your Retirement Look Like?

Blog

What Does Your Retirement Look Like?

Published by Jake Bleicher When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards.

Read More
Forever and Ever, Amen

Blog

Forever and Ever, Amen

By Melanie Hasty-Grant Forever and Ever, Amen:  Tips to investing every day in your relationship. Instead of discussing investments in the stock market, this month let’s look at another type of investment.  Investments in the ones you love.  C.S. Lewis once said “There is no safe investment. To love at all is to be vulnerable. Love anything, and your heart will certainly be wrung and possibly broken.”  Such it is with all types of investing, right?!

Read More