Six Priorities for the Sandwich Generation

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 […]

Are You Prepared for a Financial Emergency?

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 […]

Build Your Portfolio on a Solid Foundation

Financial Focus By Carl Trevison and Stephen Bearce Build Your Portfolio on a Solid Foundation Asset allocation is to investment planning what the foundation is to a house or the chassis is to a car. It’s what everything else is built upon. And just as important as constructing a house on a firm foundation, having […]

Five Ways to Help Protect Your Family from Fraud

By Carl Trevison and Stephen Bearce Five Ways to Help Protect Your Family from Fraud From listening to music to ordering groceries, almost all aspects of our daily lives are connected to the Internet in some way. Nearly a third of Americans say they’re “almost constantly” online, with 81% using the Internet at least once […]

Social Security and Retirement: Claim Benefits Sooner or Later?

By Carl Trevisan and Stephen Bearce Social Security and Retirement: Claim Benefits Sooner or Later? When it comes to Social Security and retirement, you may have conflicting viewpoints: On the one side, you hope to start collecting your benefits as soon as you’re eligible—after all, it’s your hard-earned money. On the other side, you know […]

Five Ways to Run With an Aging Bull Market

By Carl Trevison and Stephen Bearce Five Ways to Run With an Aging Bull Market After a decade of reaping the benefits of a bull market in U.S. stocks, today’s investors face a volatile market—and proper positioning of your portfolio in the face of mixed economic signals has become increasingly important. In the “2019 Midyear […]

How to Raise Kids with Money Smarts

By Carl Trevisan and Stephen Bearce Parents have a responsibility to teach their children about finances—and that’s true for wealthy families and less affluent families alike. Kids are smart enough to pick up on signals that their family may have more than others. But if the conversation stops at the benefits that money can bring, […]

Saving for Retirement and Your Child’s College Education

By Carl Trevison and Stephen Bearce Saving for Retirement and Your Child’s College Education You want to retire comfortably when the time comes. But you also want to help your child pay for college. With the cost of college tuition increasing and no guarantee that Social Security will be around at the time you retire, […]

Four Truths All Investors Should Know About Risk

By Carl Trevison and Stephen Bearce Four Truths All Investors Should Know About Risk Risk, and the role it plays in a portfolio, can be one of the most difficult concepts for investors to grasp. To help clear things up, we outline four important risk-related insights every investor should know. 1. Risk has many faces. […]

Financial Focus

By Carl Trevison and Stephen Bearce Do You Plan to Downsize in Retirement? You might have a dream of what your retirement will look like — more time to travel, some well-earned relaxation, maybe increased time for some of your main hobbies. And you may even know where you want to spend your retirement years […]