Wealth Management

Cheat Sheet: 5 Steps to Grow Your Wealth During Retirement

You've worked hard throughout your life to build your savings. You can continue to grow your wealth in retirement by following these five steps: 1. Keep Investing Investing is an effective way to grow your wealth. If you retire with a substantial nest egg, you can grow it exponentially by staying aggressive with your investments. A financial advisor can help you[...] Continue reading

Benefits of Working With a Registered Investment Advisor (RIA)

Written by: Bill Engel, CFP® | Senior Vice President Working with a Registered Investment Advisor (RIA) can help you develop your investment strategy and manage your assets. They have a fiduciary duty to further your interests, and through their expertise, you can grow and diversify your portfolio without worrying over the finer points of planning. What exactly is an[...] Continue reading

Beating a Better Benchmark

We spend a good amount of time talking about portfolios, performance, and benchmarks because your money must be working for you as effectively as possible. I do, however, sometimes think that these conversations can lead to us missing the forest around the true benchmark that matters - the realization of your financial goals. What Is a Benchmark? First, let's talk[...] Continue reading

What Is a Registered Investment Advisor (RIA)?

What Is a Registered Investment Advisor (RIA)? When choosing a financial advisor, you want a professional working with your best interests in mind. By partnering with a fiduciary, you'll have the support of a financial advisor who is legally bound to act in your best interest. RIAs are fiduciaries registered with the Securities and Exchange Commission (SEC) and can[...] Continue reading

Overlooked Stocks Poised to Perform Amid COVID-19

Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading