Take Advantage of Low Interest Rates Now!

Jun 29th, 2021 • Lisa W.
From the “Silver Linings” file cabinet, you have undoubtedly noticed that interest rates have remained low. For savers, this is not good news but if you have outstanding debt, steady income and a strong credit score, this may still be a very opportune time to consider if you can reduce the cost of what you … more »
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How do I allocate assets based on my risk preference?

Jun 22nd, 2021 • Lisa W.
Perhaps you have already completed the job of understanding investment fundamentals such as asset allocation, diversification and risk capacity and tolerance. Now what are you supposed to do about it? While there is no formula per se, there are some fairly well established concepts. Your starting point is your capacity to take on investment risk … more »
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Why You Need Disability Insurance

Jun 8th, 2021 • Lisa W.
Hopefully you have health insurance. If you do, you are forgiven for thinking “job done.” But it’s not. Health insurance will not replace your income if you become disabled and are unable to work.  What are the most common disabilities that people experience that cause them to be unable to work? At least one of … more »
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