Category: Financial Planning

03 Jun

7 easy ways to teach your kids about money

Fostering good attitudes and habits about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Further, if you can effectively demonstrate responsible financial behaviors yourself, they will […]

28 Nov
portfolio benchmarks

Is your retirement portfolio keeping up?

As you might expect, during times of increased volatility, we field more questions from clients about whether their portfolios are performing up to par. What is “par” for your portfolio anyway?  The short answer is “it depends.” I often hear people talking about the “market.”  The “market” was up by 500 points or down by […]