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November 2018

Back to Basics: Rebalancing

November 28, 2018 | Jason Speciner
How well-balanced is your portfolio? When you start with proper asset allocation as well as the right balance of possible risk and potential returns, you can rebalance your investments as they fluctuate over time. This allows you to “buy low and sell high” — in the way that works best for you and your unique portfolio.
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Relocating? How to Move Your Financial Plan with You

November 14, 2018 | Jason Speciner
Are you in the process of moving? Have you recently relocated? Moving — even just across town — is a big decision that takes time, energy, and money to do correctly. But if you’re relocating to a new state or across the country, you may also be leaving some things behind. What you shouldn’t leave behind is your financial plan.
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