safe investments

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Greece, China, Interest Rates! What is an Investor to do?

By |2015-07-20T21:43:59+00:00July 20th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , |

Let’s take a few minutes this month to talk about portfolios and asset allocation. I bet you just thought to yourselves “Wow, what an exciting topic!” Maybe not, but with all the news dominating markets this summer, I think it’s a good opportunity to remind ourselves of some very wise investment rules and strategies.   If you [...]

5 Keys to Smart Investing

By |2013-11-01T15:05:30+00:00November 1st, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.  However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.    Don’t lose ground to inflation It’s easy to see how inflation affects [...]

Consider 3 of the Safest Investments Within 529 Plans

By |2017-04-18T20:53:59+00:00September 24th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , , , |

Savings accounts, CDs, and money markets can offer stability for parents of future college students. reposted from U.S. News & World Reportby: Reyna Gobel, September 19, 2012 For parents, one of the scariest aspects of investing in a 529 plan, a college savings account with tax benefits, is taking a risk with money used to fund [...]