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Jul 29, 2013

Did You Stay Invested During the 2008 Economic Crisis?

Millions of Americans left the market in 2008, but if you stayed focused on your long-term investment goals you've been rewarded for your confidence and fortitude.

Oct 05, 2018

Do You Have Great Expectations for Your Investments?

man and woman relaxing You shouldn't be surprised by your portfolio's performance. And in the long run that's a good thing.

Oct 05, 2018

Should You Have More Than One Financial Advisor?

couple shaking hands with a woman holding a portfolio Should you have more than one financial advisor? If you’re turning to several advisors, you become responsible for what each advisor is doing, as if you were doing it on your own.

Oct 30, 2018

Don’t Let World Events Change Your Long-Term Financial Plan

people looking at solar eclipse When unsettling events take place stick with the long-range financial plan your planner helped you develop. Some investors allow irrational fears — often stirred by news events or pundits who make wild predictions — to influence their financial decisions, espe...

Aug 25, 2014

Too Many Passwords to Juggle?

Whenever hackers break into a company’s computer system it’s a reminder to change your passwords. Learn about password manager programs and password strength.

Oct 25, 2018

A Conversation You Should Not Avoid

Dad and daughter Some people would prefer a root canal instead of discussing long-term care. Learn why it’s a conversation that shouldn’t be avoided and how to prepare for it.

Oct 05, 2018

Learn How to Spot Flood-Damaged Vehicles Before You Buy

flood-damaged vehicles Learn the tips on how to spot flood-damaged vehicles before you buy.

Oct 19, 2018

Are You a Surfer or a Sailor?

Rough Seas How do you react to stock market volatility? Here are two perspectives using an analogy of surfers and sailors. Which one are you?

Oct 30, 2018

Test Your Knowledge of Credit Scores

credit score ranking check boxes with excellent checked The common misconceptions about your credit score and why it's important to check your credit score at least once a year.

Sep 13, 2017

Buy or Lease Your Next Car?

what does it mean to lease a car, how much to lease a car, how much does it cost to lease a car Considering a new car? Is buying or leasing a car the right financial move for you? What does it mean to lease a car? We have the answers! Talk to our planner today.