"From the Bay to the Blue Ridge"
Financial Focus By Carl Trevison and Stephen Bearce 6 Steps Toward Your Retirement Goals What should you consider today to help you move forward? You want retirement to be your chance to get out of the rat race and have time for the things you’ve always wanted to do. That’s great, but what exactly does […]
Financial Focus By Carl Trevison and Stephen Bearce Career Change Checklist: Are You Prepared? If you’re considering a job or career change, it’s important to do some homework before you make the leap. Many benefits from your current position could be tied to specific dates and time frames. Gathering the right information can help you […]
By Carl Trevison and Stephen Bearce Top Five Portfolio Ideas for 2021 As we start 2021, with COVID-19 vaccines and therapeutics approved for market, many investors wonder when we can return to more stable social and economic activity. Even though Wall Street recovered before Main Street, history suggests that the two may not diverge for […]
Financial Focus By Carl Trevison and Stephen Bearce Four Things to Know About Risk Whether you’re already investing or are just thinking about it, you should understand risk and the role it can play in a portfolio. And although it may seem simple enough on the surface, risk can be one of the most difficult […]
Financial Focus By Carl Trevison and Stephen Bearce The Importance of Planning Between the COVID-19 pandemic, widespread social protest, various natural disasters, and several hotly contested elections, the year 2020 was one pretty much impossible to even begin to predict. Such a volatile and uncertain environment may make setting and sticking to an investment […]
By Carl Trevison and Stephen Bearce Managing your investments during difficult times In recent times, the combination of a pandemic, economic difficulties, political unrest, and natural disasters have all presented their respective challenges. Besides grappling with the near-term effects of these situations, investors may be wondering what effect these events could have on their investments. […]
By Carl Trevison and Stephen Bearce Year-end Planning Checklist Taking these ten actions before year-end will help ensure you’re still working toward your financial goals—and that you’re prepared for the upcoming tax season. 1. Review your portfolio with your financial advisor to help ensure your allocation still aligns with your goals. 2. Ask your financial […]
By Carl Trevison and Stephen Bearce How the CARES Act Could Yield Tax Benefits for Charitable Giving Many individuals are looking for ways to give back during the coronavirus pandemic. What you may not know is that the Coronavirus Aid, Relief, and Economic Security (CARES) Act contains provisions that could make it easier to take […]
By Carl Trevison and Stephen Bearce Are You Prepared for a Financial Emergency? Mother Nature certainly has grabbed her fair share of headlines the past few years. From blazing wildfires in California to devastating floods in the Midwest, from massive hurricanes along the coasts to sweeping tornadoes across the Plains—millions have been affected by the […]
By Carl Trevison and Stephen Bearce Six Priorities for the Sandwich Generation The “Sandwich Generation”—adults caring for aging parents as well as children—faces several stressful challenges that come from trying to juggle everyone’s needs. One of those top stressors: finances, such as how to cover education and health care costs and still save enough for […]
