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Be well-informed.

Investing Strategies

Happy couple reviewing documents on tablet
Happy couple reviewing documents on tablet
Nov 15, 2018
On November 14, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Two women at flower shop
Two women at flower shop
Nov 13, 2018
If you want to sleep well even when markets are volatile, you must invest according to your own risk tolerance. It’s one of the most important factors in investing.
Senior couple planning retirement
Senior couple planning retirement
Oct 16, 2018
You and your spouse have been putting it off but you decide it’s finally time to get your wills and estate planning in order. Here’s what you need to know.
Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Mother and father playing with child
Mother and father playing with child
Aug 15, 2018
When your goals or life situation changes, your portfolio may need to change too. Here are three illustrations of how we might adjust your portfolio as your life changes.
Business people meeting and using tablet at coffee shop
Business people meeting and using tablet at coffee shop
Aug 1, 2018
Investor personality – essentially, your tolerance to risk – is critical in determining your asset allocation when establishing your portfolio. Here are three examples of how investor personality affects investment management decisions.
Couple reviewing documents on tablet
Couple reviewing documents on tablet
Jul 26, 2018
Your time horizon is the time period chosen until you plan to access all or the majority of the funds you’ve invested. It’s a critical part of your investment strategy because our goal is to help make sure your money is there when you need it.
Stressed investor
Stressed investor
Jul 16, 2018
Reality has a strange way of not always jibing with our expectations. Believe it or not, the same thing can happen when investing. Here are three possible outcomes and how we might adjust your portfolio as a result.
Chart showing market volatility
Chart showing market volatility
Jun 27, 2018
If you’re retired or about to retire, market volatility is something you want to guard against. But if you’re in your wealth accumulation years, volatility has a silver lining.
Cryptocurrency are they good investment
Cryptocurrency are they good investment
Jun 18, 2018
Welcome to the world of cryptocurrency, where millions have been made and fortunes lost. Here’s what you need to know.

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