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Art of Asset Allocation

Why is asset allocation important?

Asset allocation refers to the strategy of dividing your total investment portfolio among various asset classes, such as stocks, bonds and money market securities. Different asset classes have different risks, depending on the nature of the underlying investments. And they have different expectations for investment returns...read more
Retirement Insight

Preparing for your Retirement?

How prepared are you to retire? When you review your balance in your retirement accounts, it is a good idea to consider what your answers are to the following questions...read more
Social Security

Is Social Security your retirement answer?

Social Security is a social insurance program funded through dedicated payroll taxes and administered by the U.S. government. Social Security provides benefits for retirement, disability, survivorship, and death. Your eligibility for these benefits depends on your work history, health and marital status. Consider Social Security benefits to be just one source of retirement income - it is very important that you supplement Social Security with your own retirement savings. ...read more