When Should You Start Saving for Retirement?

When Should You Start Saving for Retirement?

When Should Retirement Saving Begin?  One of the most frequent questions our financial planners get is “When do I need to start saving for retirement?” followed closely by “How much should I be saving?” The simple answers are “Today” and “As much as you can afford...

September 2020 – Market Commentary

Market CommentaryJust like July, August proved to be a profitable month for both our portfolios and the stock market indices.  The DOW Jones is still down year to date, but made more strides in August in get back to break even (Source: ...
Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio

Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio

Now that we have finished discussing diversification, we will dive into the most popular and arguably one of the easiest ways to diversify. That is right. This month, we are comparing and contrasting Mutual Funds and Exchange-Traded Funds. (If you have not read the...