When is it Time to Get a Second Opinion?

Whether you have a financial advisor or you are a DIY investor and handle it all yourself, there are some red flags to watch out for from your financial advisor as you approach retirement. Red flags that indicate it might be time to get a second opinion:  1. If your advisor hasn’t mentioned an income…

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All the Above

The planning and investing you do while preparing for retirement will change when you finally arrive at that point of retirement.  What should you be looking for from your retirement plan as you approach taking that step?  Many advisors start with or only look at investments. They are essential to grow your money, and they…

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August 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The summer has really flown by for me this year.  We experienced some hiccups regarding COVID, due to the Delta variant, but the economy is continuing to generate momentum and continued its impressive recovery in August.  Equities are still the place to be invested, with the interest rates…

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