Benefits of Working With a Registered Investment Advisor (RIA)

Written by: Bill Engel, CFP® | Senior Vice President Working with a Registered Investment Advisor (RIA) can help you develop your investment strategy and manage your assets. They have a fiduciary duty to further your interests, and through their expertise, you can grow and diversify your portfolio without worrying over the finer points of planning. What exactly is an[...] Continue reading

Beating a Better Benchmark

We spend a good amount of time talking about portfolios, performance, and benchmarks because your money must be working for you as effectively as possible. I do, however, sometimes think that these conversations can lead to us missing the forest around the true benchmark that matters - the realization of your financial goals. What Is a Benchmark? First, let's talk[...] Continue reading

What Is a Registered Investment Advisor (RIA)?

What Is a Registered Investment Advisor (RIA)? When choosing a financial advisor, you want a professional working with your best interests in mind. By partnering with a fiduciary, you'll have the support of a financial advisor who is legally bound to act in your best interest. RIAs are fiduciaries registered with the Securities and Exchange Commission (SEC) and can[...] Continue reading

Overlooked Stocks Poised to Perform Amid COVID-19

Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading

How COVID-19 Will Spark Change Among Charitable Giving

Over the last few months, and especially the last few weeks of the year, we have seen a notable uptick in charitable giving efforts – both from the standpoint of individuals wanting to support causes near and dear to them, and in maximizing tax-efficient strategies before year-end. 2020, however, has been an interesting year and we expect that COVID-19 will not only[...] Continue reading