The financial markets reached record highs in 2017, reflecting a growing economy.[i] Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate.[ii] Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can […]
Do you know how much risk you are comfortable with and how much risk is in your portfolio? Join us on March 21, 2018 at 12:00 pm EST for a 30 minute webinar to learn about tools that you can use to pinpoint your risk number and build a portfolio that fits your risk tolerance […]
Carol Schmidlin Presents a Complimentary Live Webinar: “Understanding Annuities“ Special Webinar: Given the recent turmoil in the stock and bond markets, many people are looking to protect some of their profits and look at alternative vehicles like annuities. Before doing so, it is important to have a thorough understanding of how these vehicles work. Understanding Annuities […]
Join us on Wednesday, November 29th at 12:00 pm EST As a financial professional, one of the most important parts of my job is to protect clients against large losses, especially those that can tear a family apart.
The military pension will undergo a major change within a few months. The traditional “Legacy” pension plan is about to have a new sibling, the Blended Retirement System (BRS).