Blog

Why Rebalance?

To restore to the correct balance. By Tim Flick, CFP® In short: The primary goal of a rebalancing strategy is to minimize risk relative to a target asset allocation. A portfolio’s asset allocation is the major determinant of a portfolio’s risk-and-return...

Talking to Your Kids About Your Wealth

How can you convey its importance and its meaning? Provided by Tim Flick, CFP®  What accounts for the difference? It may boil down to values. When the right values are handed down, a young adult is poised to hold wealth in high regard and receive it with maturity....

One Couple, Two Different Retirements?

After many years together, some retired spouses may find their daily routines far apart.  Provided by Tim Flick, CFP®   When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement...

Annual Financial To Do List

    Things you can do before & for 2017 Provided by Tim Flick, CFP®                 What financial, business or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving or budgeting methods you could employ toward...

Train Up a Child

Three Ideas: Guiding a Child to Wise Financial Choices. By Tim Flick, CFP® Everyone seems to agree that financial education for children is important.  The lack of training can be obvious and the benefits are numerous.  Some of the significant byproducts of training...