News & Insights

Saving for Retirement: The Sooner the Better

Good things don't always come to those who wait. With retirement, you might find that the later you start saving, the more you'll need to save.

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The Risk of Not Investing

Are you thinking it's too risky to invest right now? Instead, consider the risk you may be taking if you don't invest.

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Giving Back to the Grandkids

As your grandchildren honor you this Grandparents Day, you can return the favor by investing in their future.

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Covered for Life: A Closer Look at Insurance

Many agree that life insurance is important, but how much and what type do you need?

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What's on TV? Almost Anything You Want

People aren't just "watching TV" anymore - the multimedia entertainment market has undergone a staggering evolution.

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Sending Your Portfolio Back to School

Review the 3 R's for your investment portfolio: Review, Rebalance, Refresh.

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Give Your Bonds Some Credit

Are you looking for reliable income from bonds? Remember that the current interest rate isn’t everything – credit quality is also important.

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What's Your Move When Markets Pause?

When returns are low, do you feel like giving up on investing? Before you do, just wait – past market pauses have let stocks catch their breath and were generally followed by years of better returns.

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Many Choices - but Our Focus Is on You

It’s your money – you should work with someone who understands this. That’s why we offer choices when it comes to how you work with your financial advisor.

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Paying for College: What's New with Federal Financial Aid?

Are you filling out the Free Application for Federal Student Aid (FAFSA) for your college student? If so, check out these important schedule changes taking place this year.

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Investing in a Politically Uncertain World

Brexit, Clinton and Trump are today's trending topics. How do they affect your portfolio?

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Building Your Retirement Paycheck? Consider Using a Ladder

When your regular paychecks stop, you’ll need a strategy to help generate retirement income. One way to accomplish this is a CD ladder.

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Does the Government's Debt Matter?

Are you concerned about the size of the government’s debt and how it might affect you? Here are some tips for keeping the debt in perspective.

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Keeping Score: A Look at Credit Ratings

How important is your credit score? If you want to borrow money, it can mean the difference between an affordable option and no option at all.

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100 Dow Points Aren't What They Used to Be

Market fluctuations can test the nerves of even the most patient investors. We put these shifts into perspective and discuss how to weather and even take advantage of them.

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13 Common Financial Mistakes and How to Avoid Them

Steer clear of these to help keep your finances on track.

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Jobs, Economy, Interest Rates: What's the Outlook?

Jobs, economy, interest rates: What's the outlook?

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Four Investment Strategies to Put Time on Your Side

It can be confusing to know when and how to invest – but waiting is rarely a good financial strategy. Here are four ways to put time on your side.

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Keep Saving Simple with Systematic Investing

Use the "Keep It Simple" principle to automate contributions to your investments.

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    How we create a financial strategy together

    Learn how we work toward achieving your financial goals in a way that fits your current needs.

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