“Consistency is Attractive”
“It is now more critical than ever to remain consistent and focused on the long-term rather than getting caught up in the crowd of voices in the media asking us to be worried about the short-term”
The RMD Surprise for Retirees
“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”
Obtaining the CFP® Designation
With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!
‘What an Interesting Year’
“2021 was a VERY interesting year when it comes to markets. What is one way you saw fear and greed play out during this past year?”
Relax and Focus on Long-Term
“Recent market jitters can cause many people to feel like the answer is to change something about their investments. We recommend re-focusing on the long-term and remaining invested along the way. What are some long-term goals you are working towards?”