| Rebalancing - What is it and should you worry about it? |
 Rebalancing is the action of bringing a portfolio of investments that has deviated away from its target asset allocation back into line. Under-weighted securities can be purchased with newly saved money, alternatively, over-weighted securities can be sold to purchase under-weighted securities. Read more...Note: The Rebalancing Webinar has been rescheduled for Tuesday, March 29, at 10:00 a.m. PT. Register Here. |
Getting Income from Your Portfolio
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"How much income can I draw from a portfolio?"
Historically, this concept seemed to drive advisors & clients to programs that are "income driven," such as annuities, to the detriment of the client.
Join us either Wednesday, April 6 for a Lunch and Learn at our office or online on April 7 for this informative seminar. Read more or Register...
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| Social Security Seminar Recap |
 Special thanks to Kari Sanderfer, Public Affairs Specialist at the Social Security Administration for leading an informative seminar. If you missed it, here's a recap.
Social Security has several websites and online tools to help you with everything from applying for benefits to estimating and planning your financial future. Read more...
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| The Investors' Dilemma Is A Vicious Cycle That Can Stop Your Portfolio Dead |
This is a series of blog articles based on The Investor Awareness Guide. Subscribe to the blog so you don't miss out!Do you ever worry about...- Getting high enough returns on investments?
- Maintaining your standard of living at retirement?
- Affording high quality education for children?
- The next market crash?
- The next market boom?
- Missing out on the latest, greatest stock tip?
- Making sense of all the information available?
- Someone else having a better portfolio than you?
- Not having money to care for your loved ones?
- Getting bad advice and, worse yet, paying for it?
- Buying high and selling low?
If you answered "yes" to any of these questions, you could be trapped in the Investors' Dilemma. Read more... |
Simply Better Retirement Plans for Businesses
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Robert R. Korljan, CPA/PFS, founder, president and CEO of Cambridge Wealth Management, Inc. announces the expansion into the business sector. Long-known for expert financial advice, tax and accounting services for individuals, Cambridge Wealth Management is now expanding to offer retirement plan management for small to medium-sized businesses. Read more...
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