Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Video 3/28/2019

What Can You Do in a Bear Market?

A bear market is a market down 20% or more. If you're in a bear market or a market that has taken a steep loss, you may wonder what you should do.

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Bear Market 3/19/2019

Why the Risk Number is a Critical Tool for Every Investor

Fear of suffering Bear Market losses may have investors locking-in their loss, creating a gap in their net worth that could be missing for a long t...

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Video 3/14/2019

Video: What is Dollar Cost Averaging?

If you're seeking an investment method to potentially take advantage of a bear market, Dollar Cost Averaging is one strategy that you can employ.

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Video 2/28/2019

Video: Remaining Hopeful in a Bear Market

While no two markets are the same and past performance is never an indication of future results, historical evidence, as well as academic research,...

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Featured 2/23/2019

10 Unexpected Reasons Volatility Drives Clients Nuts

Our content this week is courtesy of Bryce Sanders over on ThinkAdvisor. His piece, 10 Unexpected Reasons Volatility Drives Clients Nuts, gives som...

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