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Nov 13, 2018

With the stock market’s decline in October, we thought it was a good time for investors to ask themselves: What’s your number? What’s the size of the loss in your portfolio that keeps you up at night? And how can you try to prevent future sleepless nights?


Oct 18, 2018

Fewer people are retiring with pensions, making Social Security benefits an even more important piece of the retirement planning process. In the first of a three-part series, two of our wealth planning professionals discuss the basics of Social Security and what to consider before deciding when to start taking benefits.


Oct 11, 2018

Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management strategy.


Sep 13, 2018

Lehman Brothers’ collapse 10 years ago kicked off the financial crisis. What lessons have we learned as long-term investors over the last decade? And how can you apply them to your portfolio going forward?

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Aug 24, 2018

Are we in a record bull market or not? Does it matter? Learn what we think investors should focus on over the long term.

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