Investing

The Playbook for Successful Investing

Learn about the importance of managing your risks rather than returns and letting your time frame for returns match the type of investments. Scott also emphasizes the importance of looking for value and not making emotional decisions or being overly influenced by what’s in the news.

Think Twice Before Touching Your 401(k)

Strict governmental rules and penalties are in place to discourage use of those funds for purposes other than retirement.

Creating an Investment Portfolio

Follow these five steps to assure solid investment portfolio management. Financial planners can help create and implement a comprehensive plan.

Saving for College as Easy as 5-2-9

You have several options for financing your children’s education. Learn more about 529 plans.

Safeguard Your 401(k) in Down Times

There are steps you can take to help stem the flow of money out of your retirement accounts.

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