Goals-Based Investing

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or…

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Retirement Stages

What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer…

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What Type of Investor Are You?

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the…

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Strategic vs. Tactical Asset Allocation

In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these areas. The reality is that…

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The Longevity Revolution

How old do you have to be before you’re considered “old”? This number may change depending on the age of the person making the assessment. For example, a child or…

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