Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

At first glance, biodiversity may seem like an out-of-place topic when it comes to investing. In recent years, however, it has become clear that biodiversity and nature loss pose potential systemic risks to society, business and the economy.

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.

As the New Year begins, by realizing we have overcome months of adversity, this provides a roadmap for dealing with any new challenges in front of us.

The Process of Comfort Based Planning starts with a customized plan...by identifying risk and return expectations along with your overall life goals.

Gold continues to make headlines with its rollercoaster ride. Mixed information can cause confusion when considering it as a possible investment.

Often situations arise where clients are faced with the “new” responsibility of making investment decisions such as inheritances, 401k’s, divorce settlements.