Reflections Blog

Five Good Behaviors for a Sell-off

Now is the time to stay focused on your long term goals

Back to School: The Document Every College-bound Student Should Sign

Gain peace-of-mind before the big separation with a Durable Power of Attorney for Health Care

The Power of Compound Interest and Why It Pays to Start Saving Now

The simple fact is that WHEN you start investing outweighs how much you save.

Two For The Money: Can I Contribute To Two Retirement Plans If I Work Two Jobs?

As long as the two businesses you work for have no legal overlap or affiliated relationship, then yes you can contribute to two retirement plans.

The Legacy Conversation: The Missing Gem in Wealth Planning

Make a plan to start a conversation with your family members about what’s really going on behind the money

Are you Risk Averse or Loss Averse?

Use our online tool to discover your personal appetite for risk, set investments accordingly and avoid the pain of loss aversion tightening its grip

Need A Last-Minute Deduction Before April 15th? A Health Savings Account (HSA) Is Here To Save The Day

Establishing a Health Savings Account (HSA) may provide you a last minute deduction that can pump up your wallet even more.

Who wants to be a millionaire? Gen X’ers sound off on their expected retirement needs

Gen X’ers were given the responsibility to save for retirement on their own. So far, how have they fared?

Lost and Found: Unclaimed Property Awaits

An estimated forty-two billion dollars of unclaimed property is waiting to be returned by state programs. Could some of it be yours? Find out how to get that money back in your pockets.

A Picture Saves a Thousand Cents…And Counting

We know what falling oil prices mean for our wallet, but what do they mean for your portfolio?

Millennials: The DIY Generation’s Take on 401(K)’s – How do you compare?

Deeply concerned that Social Security will not be there for them when they retire, Millenials are taking action to prepare now. Are you?

Give the Gift of a Roth IRA

What many may not know is that children can make Roth IRA contributions if they have compensation. And these contributions can come in the form of a gift.

Life Insurance for Your Child? You Must Be Kid-ding.

Whether your child is two months or two years, the answer to whether or not your kid needs life insurance is: likely not.

Is It Time To Enroll In Medicare?

Knowing when to enroll in Medicare can save you from costly lifetime penalties and prevent long periods spent uninsured.

Naming Your Trust as Beneficiary of an IRA?

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy.

Cracking the Nest Egg

Get smarter about managing the transition from living on a paycheck to living off your portfolio

Your Edge on Wall Street? Time is On Your Side

Trust your advisor, turn off CNBC. Wear patience on your sleeve. Your shareholders (you and your family) will thank you.

Diversification and Regression to the Mean: A Profitable Pair

Strengthen your investment portfolio by rebalancing each year. Take profits on recent winners and increase your opportunity to invest in next year’s bargains.