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Back to School

Back to School

Back to School A question financial advisors like to ask is: “what part of your retirement savings is designated for college?”.  The goal of the question, of course, is to get you thinking about specific savings, rather than saving in general.  Advisors like different...
Asset Allocation

Asset Allocation

Asset Allocation “Don’t put all your eggs in one basket” The goal of the portfolio manager is to balance risk and return. The art and science of asset management is to achieve the highest possible return with the lowest possible risk. Modern Portfolio Theory, as...
Outlive Social Security

Outlive Social Security

Outlive Social Security People have traditionally seen their Social Security benefits as their core retirement fund.  This has been a forced retirement fund and is the only retirement for many Americans.  For others, their IRA or 401k acts as a supplement to their...