Whether you need travel insurance is likely to depend on your level of coverage from existing homeowner’s, medical, automobile, and life insurance policies. In many instances, travel insurance may duplicate Continue Reading →
To help you determine if your asset allocation is appropriate for today’s market environment, complete the following worksheet.1 Then, call your financial advisor — together you can decide if changes Continue Reading →
Sustainable investing has evolved to include a variety of approaches to selecting investments. The approaches range from the original “exclusionary screening” to shareholder activism, to Impact Investing. As the name Continue Reading →
Thus far in 2017, an important shift has taken place in this economic cycle. The Federal Reserve has shown increasing trust that the economy has recovered and that market forces Continue Reading →
Long-term care is certainly a significant concern for people over age 65. According to the U.S. Department of Health and Human Services, 70% of those over age 65 will need Continue Reading →