December and January are the perfect months to look back at what you earned, saved, and spent during the past year, as W-2s, account statements, and other year-end financial summaries roll in. So before Punxsutawney Phil comes out of his burrow to predict when spring is coming, take some time to get your financial house […]

When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you need to re-examine your game plan, it should be done with as much care as you put into developing that plan in the first place. Your financial professional may be able to help you decide […]

GOLD AND SILVER: METALS FOR LOVERS, NOT INVESTORS   I run into people occasionally that can’t wait to tell me how they got into gold and sold out of stocks. I am happy for them. If they made their purchase a year or two ago, they probably made a lot of money and I hope they […]

So you finally made it to retirement. No more pressure, no more daily grind. What a joke. All the things you thought would happen when you were in your forty’s were so believable then and you fell for it, hook, line, and sinker. Now, instead of worrying about putting into the retirement pot, you end […]

While we pride ourselves in our expertise and experience when it comes to wealth management, we thought we’d share some of our knowledge with you readers. The basic tenets of reaching one’s financial goals include: Choose an asset allocation that’s right for your own goals and risk tolerance. Diversify your investments as broadly as possible. […]