We research a variety of topics so we can help you achieve your goals. To view our presentations click the topic below or contact us.
Investment Implications of the Russia/Ukraine War
Retirement Planning (April 2019)
Disability Considerations (October 2018)
Healthcare & Long-Term Care (September 2017)
Periodic updates provide information on investing and financial planning topics. Our latest editions are below.
Investment strategy commentaries are provided to clients on a quarterly basis. The commentaries highlight investment performance, portfolio positioning and areas of opportunity.
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All investing involves risk. Neither asset allocation nor diversification guarantee a profit or protect against loss in a declining market. It is a method used to help manage risk. Past performance is not a guarantee or predictor of future performance.
Financial plans are hypothetical in nature and intended to help you in making decisions on your financial future based on information that you have provided and reviewed. Assumptions need to reviewed regularly. The financial plan does not constitute advice in the areas of legal, accounting, real estate and tax. It is your responsibility to consult with appropriate professionals in those areas.
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