Key lessons for retirement savers.
You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.
[+] Full Article Your Financial Co-Pilot - 06/30/19
If anything happens to you, your family has someone to consult.
If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses or children have little comprehension of what happens each week, month, or year with a portfolio.
[+] Full Article
Reacting to "Headlines" - Three Case Studies
September 28, 2015
Three cases for how reactions to “headlines” affected clients during the downturn of 2008-09:
• The first moved his money to a money market account and stopped contributing. After two years, he ended up breaking even.
• The second stayed in the market and reduced contributions by about three-fourths. He gained 20% after two years.
• The third stayed in the market, and continued contributing the way he had. His investments went up 50% after two years.