From a big-picture view of your whole portfolio, to a focused look at the individual assets that comprise it, your investment statement offers a wealth of useful information. Here are some things to consider when you’re looking at those numbers.

For my business owner clients, I often look into the construction of a retirement plan for their company that can also help them build their own retirement.

When talking about the Baby Boomer generation, sometimes the ‘Great Wealth Transfer’ comes up in the conversation. People wonder how wealth management will change as the holders of massive amounts of wealth change.

When talking about finances and investments with my clients, I rely on a fundamental question to help guide the financial planning and investment management process.