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Ensuring your hard-earned savings is there for generations to come.

Latest From Our Blog

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Focus on the Fundamentals

Well it looks like uncertainty and worry have returned to the investment markets and people are wondering what to do. Most investors are trying to figure out whether this is the top or if the market has more room to run. They want to know whether they should be buying or selling? But they are distracted and focusing on the wrong activities.

Investing Insights
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Measure Your Risk

Well, it’s a new year and your investment accounts are looking pretty good. The stock market is at an all-time high and the part of your portfolio that is invested in stocks is doing great. But that other part of the portfolio that isn’t in stocks isn’t gaining like the stock part is.

Investing Insights
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Let’s Give Thanks for the Caregivers

Several years ago I went through the process of moving my parents from their home in Florida to an assisted-living facility near my home in the Cleveland area. As many of you know, this is no easy task and includes a sale of real estate; evaluating various senior communities; locating bank accounts, insurance policies, investments, deeds, wills, and powers of attorney; hiring movers; changing mailing addresses; and changing healthcare providers and medical insurance policies. Where do you find the time to take care of all of this and still take care of yourself?

Insights Retirement Planning