Should my portfolio be more conservative in retirement? This is one of the most frequent questions we receive. Some old adages like “My portfolio should have the same...
Conservative Portfolio in Retirement
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Knowledge Base
The How and Where of Your Emergency Fund
Advice abounds about how much to have in your emergency fund (our answer: 6 months of living expenses if you’re working, 18-24 months if you’re retired), but the logistics...
Unclaimed Property Searches
Have you Received a Call? Have you received a call from an organization who tells you that you have unclaimed property in the state of X, Y or Z ? This wonderfully helpful...
Gifting Strategies for Today
Strategies for gifting today There are many options for gifting to loved ones. The goal of a long-term financial plan is to save and invest enough so you can fund their...
Vacation Home Rental
Vacation Home Rental Tax Treatment and Other Considerations A vacation home, be it a cabin like twain harte vacation rentals, lake house, or a warm-weather escape from harsh...
529 College Savings Plan Unused
What to do with an unused 529 college savings plan You have done your due diligence and opened a 529 college savings plan for your child. The account has grown, and your...
Your Adult Children and Financial Advisor
Is it time to introduce your financial advisor to your adult children? You’ve likely had a relationship with your financial advisor for many years now. Your advisor knows a...
Insuring Your Health When Traveling
Your health and travel. Zipping up your suitcase and heading to the airport to embark on a new adventure is exciting. But the to-dos that happen before you leave might not...
Gold – A Precious Holding in Your Portfolio
Alex Duty, Portfolio Manager, CFA®, CIPM of White Oaks Investment Management, Inc. explains an often misunderstood investment- gold. In this video, Alex will help investors...
A Benefit I Can’t Wait to Use at 62
A Benefit to Being 62 and Older I love studying and continuing to learn. I loved college and just finished a year-long Stanford program on innovation last month. An...
How I Learned to be Brave
In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To...
Tricks and Treats: How to Make Money Less Scary
Tricks and Treats While our business offerings aren’t conducive to any “pumpkin spice” variations, we couldn’t resist an opportunity to incorporate the Halloween spirt into...