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Diversification — Creating a Balanced Investment Portfolio

By |2014-09-11T15:07:28-04:00September 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

One method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. [...]

How to Become a Savings Junkie in One Simple Step

By |2017-05-09T22:12:49-04:00October 17th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

My mother was born a saver. It is in her DNA. To prove this let me share one of her stories:   “One of my favorite pastimes (when I was a little girl) was counting the [...]

What is an Asset Allocation?

By |2017-05-09T22:12:22-04:00May 22nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

This month we are going back to the basics with a refresher on the topic of asset allocation.  If you are not an investment advisor, it may be a term you are unfamiliar with, especially if [...]

How to get your 401(k) ready for retirement: Retiring in 5 years or less? 9 investing tips

By |2017-04-18T20:53:59-04:00December 20th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , , , , |

reposted from MarketWatch.comby: Andrea CoombesDecember 19, 2012 If your retirement date is just a few years away, it’s time to start fine-tuning your 401(k) and your overall savings strategy. Retirement experts offered these nine tips for [...]