Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes will have varying cycles of perfo
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
Insurance is essential to any comprehensive financial security plan. When events like death, disability or a need for extended care strike, insurance can protect you and your family from some of the financial impacts often associated with those events.
By Marcia Bernstein on May 26, 2020
Intro
With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused by the COVID-19 crisis feels like a new beast entirely. In many ways, the US’ economy has been turned upside-down by this infectious disease. So, where are you supposed to turn to make an even moderately successful investment?
By Marcia Bernstein on Jan 29, 2020
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to shop around for the best option for you and your family. Check out our advice below to see whether you should stick with your pro or find a new advisor to manage your investments.
Fees
