The Living Plan

Many people think that a financial plan is for their benefit. No doubt, our clients are more organized and have a clearer picture of what the future may hold. However, when we create a financial plan, we’re also creating it for ourselves, as advisors.

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“When feeling seasick…” – Part 2

We recognize that today seems like a particularly uncertain time. Ultimately, every client’s needs are unique, and we work hard to develop the portfolio that is right for each personal risk tolerance and situation. As we prepare our clients for more potential volatility in their portfolios, there is a distinct process we employ depending on…

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Navigating the New Healthcare Environment

Wondering how to choose a health care plan?  The Affordable Care Act debuted on October 1 of this year, when the new health insurance marketplaces (aka “exchanges”) opened for enrollment. The coverage on these plans will start as soon as January 1, 2014, at which time just about everybody will be required to have a…

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