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The world is more complicated today. Do you really want to make financial decisions alone? Comprehensive financial planning is included within our asset-management services. We feel so strongly about the need for investor planning that we call our program Financial Wellness For Life®. It comprises not only your asset allocation and retirement income strategy, but also taxes, legacy planning, health care and more.

In your parents’ era, people believed a financial plan consisted of a one-and-done book of charts and graphs. But for the Boomers and Gen X-ers, for whom longevity matters more than ever, planning is an ongoing process. As your life changes, your plan will evolve!

high-end retail shopping

3 min read read now

Financial Planning

4 High-End Retailers Getting a Boost

Kate Stalter and Robert Pharr discuss strong growth in retail sales and consumer spending.

fund ride tailwind

3 min read read now

Financial Planning

A Fund to Ride Tailwinds in Any Economy

Better Money Decisions | Posted Jun 15

stability

5 min read read now

Financial Planning

Using EFTs for Stability and Consistency

Better Money Decisions | Posted Jun 14

yields

4 min read read now

Financial Planning

Where to Get Yield in Today’s Environment

Better Money Decisions | Posted Jun 13

equity-indices

4 min read read now

Financial Planning

5 Equity Indices to Weigh Risk

Better Money Decisions | Posted Jun 5

protect-high-correlation

4 min read read now

Financial Planning

Protect Yourself from High Correlation

Better Money Decisions | Posted Jun 4

oil and gas energy sector

6 min read read now

Financial Planning

3 Energy Sector Short Candidates

Better Money Decisions | Posted Jun 1

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