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The Role of Bonds

The Role of Bonds

The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.

Navigating Healthcare Options

Navigating Healthcare Options

One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.

Why Diversification Matters

Why Diversification Matters

Wealth can be built with concentration, but it should be protected with diversification. Discover why a realistic investment philosophy should be built with planning at its core.

Getting Creative with Financial Literacy

Getting Creative with Financial Literacy

In this day and age, the idea of teaching your child how to balance a checkbook is outdated. The next generation will live in an entirely digital world. Check out these creative tips to make financial literacy fun!