What’s Your Risk Score?
As your family CFO, part of our job is to help you analyze and evaluate risk, then determine how much is appropriate for you and your portfolio. We do this by using Riskalyze, which represents an innovative approach to balance the risk in your portfolio against the amount of risk you’re comfortable taking. Watch a short video to learn more about how Riskalyze can help you by clicking on the image to the right, or jump right in and take the Riskalyze assessment by selecting the button below.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A change in your mindset during retirement may drive changes to your portfolio.
Even if you’re young and single, you should still consider protecting yourself.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.