Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching investments with the point in time when they will be needed to meet...
Investors often underestimate the risk in their portfolio. Today, Laura Stover, RFC® and Michael Wallin, CFP® break down 5 common portfolio mistakes, as outlined by Christine Benz in Morningstar. They are portfolio sprawl, when your assets often overlap and...
It’s difficult to feel settled when markets are falling and uncertainty clouds the future, but we know that corrections are a normal and essential part of the cyclical nature of the market. They release pressure on markets when equities rise too fast, but that doesn’t...
