Do U.S. Politics Affect My Portfolio?

Do U.S. Politics Affect My Portfolio?

The most common question we hear from clients these days is some version of the emotionally charged question, “do politics affect my portfolio?” It’s no surprise that everyone is wondering who will win and what changes will occur with the election around the corner....
Why It’s Important to Stay Invested

Why It’s Important to Stay Invested

Sticking to your financial plan and staying invested is essential, especially during tough times. Sometimes our best role is to help “coach” when those times come. A key in playing that role is that we stress-test your financial plans to provide confidence that it’s...