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Category: Re-balancing

Have Your Checked Your Portfolio’s Asset Allocation Recently?

Posted on April 24, 2020 by Jonathan

It’s been a rough month for the stock market and for many peoples’ portfolios. There’s been a lot of money lost and a lot of stress added to the lives to many Americans, regardless of whether they are still working or retired. After all, the markets don’t really care where you are in life or…

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Saving for Retirement on Your Own? Beware the Risks

Posted on March 16, 2019 by Jonathan

Many people take a do-it-yourself approach to retirement saving. For various reasons–usually because they feel that they can’t afford a financial advisor–they feel that they can do the retirement saving thing alone. Given the amount of free financial education resources found on the Internet as well as the growing number of companies that offering financial…

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