September 17, 2020
tax strategies for 2020 retirees

Tax Strategies 2020 Retirees Should Keep in Mind

If you retired or plan to retire in 2020, there are a few special opportunities for some smart moves that could save you money at tax time, next April. And of course, there are also some tried – and – true principles to keep in mind regarding your retirement income […]
September 8, 2020

Diversification: Your Best Friend for the Long Haul

We often speak with clients about the importance of diversification in their investment holdings. But what is diversification, exactly, and how does it affect your portfolio? If diversification is so great, how do you achieve it, and how do you maintain it? We all know the old saying, “Don’t put […]