Planning For College Pragmatically

Planning For College Pragmatically

Many parents have a goal of encouraging their kids to go to college. The dream of higher education is often a large driver in most parental decisions for their children…

March Retirement Plan Newsletter 2020

March Retirement Plan Newsletter 2020

This month’s retirement plan newsletter contains insights on Traditional Safe Harbor retirement plans, preventing uncashed retirement checks, secrets for retirement success, and more…

Remaining Calm When Uncertainty Surrounds Us

Remaining Calm When Uncertainty Surrounds Us

First off, I am not a doctor so I am not going to try and discuss viral transmission rates, virology, mortality rates, or try to put COVID-19 into any analogy to make us feel better or worse. Perhaps it’s also true…

Being Too Conservative Can Be a Risky Strategy

Being Too Conservative Can Be a Risky Strategy

It is generally accepted that when it comes to investing, there is a relationship between risk and returns. When done intelligently, increasing portfolio risk provides a corresponding increase to expected return…

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