Have you rebalanced your portfolio yet? Having a portfolio rebalancing strategy provides protection, so it will not deviate more than a predetermined amount from the targeted asset allocation. http://bit.ly/rebalanceportfolio
So you inherited an IRA – what’s next? Are you aware of the tax ramifications if you take out a lump sum right away? Jason Farris discusses a few rules you should be aware of when you receive your inheritance: http://bit.ly/InheritAnIRA
There has been a lot of hype about cryptocurrency and bitcoin. But how much do you know about it? Jason Eliason breaks down bitcoin and what you need to know: http://bit.ly/2zE376J
Do you experience emotional pain and anxiety during market volatility? Of course you do. Here’s how to ease the pain. http://bit.ly/1T84G4p
Having a disciplined process that reduces biases is essential for achieving long-term investment results. http://bit.ly/investmentbiases
Quarter three recently came to an end. Our chief investment officer talks about how the markets reacted throughout the quarter.