Our Featured Articles

When looking at the performance of their portfolios, many investors can’t help but wonder "If only" – "If only I had greater exposure here" or "If only I allocated more of my portfolio to a different asset class." With this mindset, you may be tempted to think the only thing diversification accomplishes is offsetting your best investments with your worst ones. Investing, though, is about looking ahead – making thoughtful decisions in the face of an unknowable future.

Stocks hitting new all-time highs can be great if you’re already invested, but if you’re just entering the equity market or are considering adding to your portfolio, the recent market milestones might give you pause.

With the New Year fast approaching, the opportunity to optimize your 2019 finances ahead of next year’s tax filing is upon us.

Emergencies, unfortunately, are a fact of life. Whether it’s a medical issue, an unforeseen car or home repair or even a sudden job loss, there may be times when we need ready access to cash – sometimes for a lengthy period of time.