by Judy Esau | Aug 10, 2020 | Financial Planning
Your employee benefits are important to your short- and long-term planning goals for you and your family. Often, sorting through the maze of choices and homing in on how these choices affect you personally can be confusing. Many people don’t have the time or interest...
by Judy Esau | Dec 13, 2019 | Financial Planning, Retirement Planning
With the year coming to an end, we want provide insight that may be useful to either you, your family members and friends for 2020 retirement and financial planning. If you’re still employed, a great place to start your planning is with your employer benefits....
by Judy Esau | Sep 10, 2013 | Financial Planning
On June 25th, 2013, we shifted our bond holdings to adapt to a changing rate environment. In response to the anticipation of higher rates, our positions in the bond market were adjusted to focus on short duration bonds and floating rate and senior loans. These...
by Judy Esau | Jul 10, 2013 | Financial Planning, Portfolio Research
Asset allocation strategies can be broken down into two major categories: strategic asset allocation and tactical asset allocation. Strategic asset allocation has the primary goal of providing the best risk/return balance for a long-term investment horizon by...
by Judy Esau | Jan 13, 2012 | Financial Planning, Portfolio Research
There are many different theories and philosophies on how and how often one should rebalance his or her portfolio. Some theories suggest rebalancing should occur frequently, as much as once a week or quarter, others annually, and some say once a decade is sufficient....
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