Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Back to Basics

Young couple on couch using tablet
Young couple on couch using tablet
Dec 6, 2018
There’s no doubt that some of your New Year’s resolutions will be financial in nature. The problem is that resolutions often go unresolved. Here are six tips to help you keep your resolutions.  
Cup of coffee in women's hand
Cup of coffee in women's hand
Aug 2, 2018
According to the “latte factor” theory, you give up your daily fancy coffee or similar indulgence and invest the money you would’ve spent. Over time, your small sacrifice becomes a small fortune. But does it work in practice?
Business people on smartphones
Business people on smartphones
Jul 30, 2018
In today’s fast-paced information age, we are bombarded 24 hours a day with investment advice. Even the most level-headed investor may feel anxious. What is a long-term investor to do?
Financial advisor meeting clients
Financial advisor meeting clients
May 7, 2018
Normally, you might be quite comfortable making regular contributions to your investment program. But then an extraordinary market event takes place. Even a disciplined investor may wonder if unusual times call for unusual measures.
If I had a million dollars
If I had a million dollars
Feb 1, 2018
When the Barenaked Ladies released their song “If I Had a Million Dollars” in 1992, the thinking was that if you had a million dollars, you’d be rich. Does this statement still hold true today and is a million dollars enough to get you through retirement?
Couple reviewing finances and paper work.jpg
Couple reviewing finances and paper work.jpg
Nov 1, 2017
The most difficult dilemmas to solve are those with a strong rational and emotional case for either choice. That certainly applies to deciding between spending and saving, especially if the saving is for retirement. Is it okay to spend that money now? Or is now the time to invest those dollars and...
Retirement plan basics
Retirement plan basics
Feb 10, 2017
Are you unsure about what the different terms and acronyms used in connection with retirement plans mean? We’ve explained some of them for you.
assante life
assante life
Sep 30, 2016
Are you confused by tax terminology? Let’s clarify some of these terms.