Review And Adjust Your Investments Each Year

Your portfolio is diversified and you’ve developed an asset allocation strategy that you’re comfortable with. All is well. Then, at the end of the year, you find that the weighting of each asset class in your portfolio has changed. What happened? Well, over the course of the year, the market value of each security within […]

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Putting Your Affairs in Order

Q: I know it’s important to have my financial affairs in order, especially when approaching an advanced age, but it is all so overwhelming. How do I go about this task? A: No one knows when their time will come, so, it’s best to be prepared at any age. Also, a debilitating illness or car […]

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How Much Should I Invest In Retirement?

Experts recommend allocating 15% of your monthly income toward retirement. Before you start exploring your options, though, you will need to set a goal, or a target number.  This number will represent how much you need to have saved for living comfortably and independently throughout your retirement.  A good way to set a target number […]

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