Reflections Blog
Should You Do A 401(k) Rollover?
Should I roll over my old employer 401(k)? Pro’s and cons of each approach
Why It’s Important to Rebalance Your Portfolio Each Year
Why you should rebalance your portfolio and how to do it correctly
What Does A Financial Advisor Really Do For You?
How you can spend less time worrying about your money and more time on what’s important to you and your family
What To Do During Market Volatility
Fear increases financial news viewership and sells advertisements, but it doesn’t need to run your portfolio
$1 Million Isn’t What it Used to Be
Don’t let inflation erode the value of your retirement portfolio with these simple strategies
What to Do in the Last Ten Years of Your Career
Four ways to get your retirement savings on track
The 4% Rule: Can You Get More From Your Retirement Portfolio?
The 4% Rule is a simple calculation to help you determine how to make sure your retirement savings last.
How Doctors Can Catch Up For Retirement
Bulk up your savings and catch up for retirement in a hurry.
Trade Wars: Is There Another Side to the Story?
What could the consensus be getting wrong when it comes to tariff concerns?
The Up Side of Down: Stock Market Declines & Annual Returns
Despite average intra-year drops of 14.2%, annual returns have been positive in 27 of 35 years.
Average Returns Aren’t Normal, Normal Returns are Extreme
An average return is in fact exceedingly rare.
Five Good Behaviors for a Sell-off
Now is the time to stay focused on your long term goals
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
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?
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.
