portfolio

Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end. In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% in three months.1 An eight-year-old bull market is rare. This current bull is the second longest since the end of World War II; only...

Making and Keeping Financial Resolutions

What you might do (or do differently) in the months ahead? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do...