Risky Business | Suzanne Himes, CFP® Why do we talk so much about risk assessment? The financial markets are always reacting to a variety of global events and this volatility can be unnerving for individual investors, especially if investing without first understanding one’s personal risk profile. So, how do you begin to decide how much risk

Silver and Gold! By Steve Carlson   “Silver and Gold!  Silver and Gold!  How do you measure its worth?  Just by the pleasure it gives here on Earth!”  – Sam the Snowman from Rudolph the Red-Nosed Reindeer I can’t help but think about Cornelius the prospector from the Rudolph movie when people ask about investing

What Should I Do With My Money?  It Depends… | Paul Fain, CFP®   From the perspective of personal financial planning, the answer to many of life’s complexities is, “It depends.” Of course, we all prefer black and white answers to important questions. But “It depends” fails to give us any certainty of outcomes. Here are

Basic Investing Building Block #3 By Steve Carlson and Jonathan McAlister   How can you reduce investment risk? Diversification! Diversification in investing is a technique whereby you allocate your money in different financial instruments, industries, etc. By doing so you reduce your risk by limiting your exposure to any single company. Simply put: Do not

How Will the Presidential Election Impact My Financial Plan? | Paul Fain   Consider these election headlines: “Should you hoard cash before the election?” “This election could help make or break your retirement.” “The nastiest election of our lifetime.” “A Trump win will tank the market.” Were these headlines published last week? No, they are all

The Power of Giving | Jonathan McAlister   “Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime”. In my time at Asset Planning Corporation, I have seen this quote above lived out by my coworkers. I have seen them give