by Sean Dailey | Mar 7, 2018 | Financial Planning, Investment Planning, Retirement Planning
Managing your investment portfolio is a lot like practicing holistic medicine. Achieving proper balance means understanding that the whole body is made up of interdependent parts. If one part is not functioning well, all the other parts are impacted because it’s an...
by Sean Dailey | Feb 14, 2018 | Financial Planning, Investment Planning, Retirement Planning
Wall Street is experiencing the second-longest bull market since March of 2009. For the first time since 1935, the Standard & Poor’s 500 stock index logged a 12-consecutive-month positive return in October. Drawn to the strong returns, investors have feasted on...
by Sean Dailey | Nov 16, 2017 | Financial Planning, Investment Planning, Retirement Planning
When it comes to investing, some choose to utilize bonds. Bonds are debt securities issued from companies or entities in order to make money and, in general, present a lower risk compared to traditional stock investments. Here are some key insights about bonds that...
by Sean Dailey | Sep 29, 2017 | Financial Planning, Investment Planning, Retirement Planning
The term “diversifying your retirement portfolio” is commonly heard when discussing retirement, but what does it really mean? Here’s why diversifying your retirement portfolio matters and how you can do it. Why does it matter? Creating a diverse portfolio means having...
by Sean Dailey | Jul 7, 2017 | Financial Planning, Retirement Planning
Social security is an important aspect of your retirement plan but when is the right time to start collecting? It is crucial to think about how your social security will be used. The timing of collection could be different based on how much you will be relying on...
by Sean Dailey | Jun 30, 2017 | Financial Planning, Retirement Planning
The question that’s on everyone’s mind: how much should I be saving for retirement? The reality is, there is no one-size-fits all answer. Saving for retirement is a very personal and individual matter. Consider the lifestyle you have, want to have and also how that...
