Posts by Cortney
How to Assess the Top Five Risks in Retirement
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk.
Read MoreThe Right Time to Buy? How to Factor in Higher Mortgage Rates
Recent trends in the housing market have prompted many potential homebuyers to ask: Is now a good time?
Read MoreAvoiding Fraud, Theft, and Overcharges
When recession risks grow, normally that can lead to lower profits for businesses. For business owners, if your profit margin is razor thin or nonexistent, you sure can’t afford to lose funds to fraud, theft or overcharges.
Read MoreRing in the New Year with a Fresh Look at Your Financial Plan
January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies.
Read MoreHow to Find an Advisor You Can Trust
The choice of a financial advisor is one of the most important decisions you will ever make. To ensure you end up with a qualified, trustworthy wealth manager, it’s imperative that you perform a thorough due diligence.
Read MorePride Month: How to Build Your LGBTQ Financial Plan
A plan without a map is a plan that leads you nowhere. To chart your course, ask yourself “What do I want my money to do for me?”
Read MorePlanning for a Loved One with Special Needs
As advisors with a dedicated focus in special needs planning, we know this process can be overwhelming – many clients are unsure where to even start.
Read MoreVolatile markets: Don’t rely on headlines for guidance on when to invest
Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans.
Read MoreUnderstanding market downturns
For prepared investors, market downturns can represent great opportunity.
Read MoreWill inflation hurt stock returns? Not necessarily.
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
Read More