It comes as no surprise that we may be headed for a slowdown in the economy. Starting with high inflation sparked by excessive free money from the government, restrictive energy policies, supply chain disruptions, and now the war in Ukraine, it is not unexpected that the economy may be headed for a reset.

As you continue to save, is there a preferred order that should be followed when placing those dollars into different account types? While the answer is often dependent on a person’s unique situation, we offer guidance that can apply in most cases.

In light of the current market volatility, we offer some things that investors should keep in mind to avoid making poor decisions with their portfolios.

A Letter of Last Instruction is an important document to prepare which will help your family find important information when you pass on. It can save survivors the burden of scrambling to find information during the difficult time of grieving.

Does your investment portfolio look like a kitchen junk drawer? Surely there’s something useful in there, but just opening the drawer causes stress. Does your portfolio feel the same?

Despite having decades of experience in our field, we were surprised at some of the things we discovered.