Asset Allocation

Asset Allocation

What is asset allocation? How is my money being invested? After your plan is delivered and you have a game plan for your wealth, you may want to know more about the tactical side of executing your plan. One large part of this is asset allocation. Asset allocation...
Gifting to Grandchildren

Gifting to Grandchildren

When a grandchild joins the family, grandparents naturally want to see them have the best upbringing possible. Part of this can include cash in the birthday cards or checks in the stockings – however, for larger gifts there are better ways to give all while minimizing...
What are ETFs?

What are ETFs?

What Is an ETF? An Exchange Traded Fund (ETF) is a type of security that holds small proportions of other securities, like equities, that often track an underlying index. ETFs are in many ways like mutual funds; however, ETFs are traded throughout the day and listed...