February 4th, 2019

Why Your Investments Need a Financial Planner

Lea Ann KnightFeb 4

It is easier than ever to put your investments on automatic. From Vanguard to Fidelity to Schwab, every custodian has online tools that will help you diversify, allocate, rebalance and research your investment portfolio – if you are so inclined.

Stress-Test Your Portfolio With This Checklist

Better Money DecisionsDec 4

Don’t let 2017’s big market gains fool you, maybe it’s time to stress-test your portfolio to determine how it would fare in a bear market. The practice can help identify potential trouble spots.

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