Investment Risk & Reward

Scott goes over the importance of putting the roof on your financial house, expecting higher returns on investments that involve more risk.  While your foundation is built on safer, secure…

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Rate of Return

How important is the Rate of Return to your overall Investment Plan?  What if the Rate of Return you need seems unrealistic?  What is a realistic Rate of Return that…

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Do It Yourself or Hire a Pro?

Scott discusses the importance of Integrating all the pieces of your retirement planning and whether you should hire a financial advisor or just do it yourself.  What is Integration?  Integration…

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January 2021 Recap

Written By: Dan Moylan, Chief Investment Officer Happy 2021 and I hope the first month of this year has treated you well.   I would like to summarize some of the…

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