Our Blog page is here to provide you with information that will help you build your family fortress one block at a time!
Do you have adult children? What do they know about money? There is ONE thing they need to know. Listen today and find out.
Find out how holding a broadly diversified portfolio can help smooth out the ups and downs in the market, and how to create a strong investment approach.
As part of a two-episode podcast series, Scott will discuss answers to questions that key investors can be faced with, ranging from investing to portfolios.
As part of a two-episode podcast series, Scott will discuss the answers to key questions that long term investors are often asked when working with clients.
Listen to our podcast for a high-level overview of the 2nd quarter stock market performance.
Inspired by the article "10 thing I wish I knew about retirement before I retired" by Dennis Freidman, Scott reviews 10 things you need to know or have at least considered before retirement. The list includes topics such as working in retirement, long term care/health care expenses, taxes, retiring with your spouse and the need for friends.