Posts in Company News
Why Invest Globally?

 You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%!  This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers.  In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?

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Planning for Life in a Retirement Community—Things To Consider

Given the high demand of retirement communities, which can include independent living and assisted living alternatives, many are taking a proactive approach in evaluating and moving into these communities—prior to health changes that could warrant the necessity to move in

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Tech Tip: Linking Your Brokerage Account to Your Bank Account

We are often asked by clients if there is a way to link their TD Ameritrade or Charles Schwab brokerage accounts to their checking accounts so that they can transfer money back and forth between those accounts. While there are a number of ways to accomplish this task, the easiest is to logon to your TD or Schwab account and make this connection yourself.

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