What is the Average Return on a 70/30 Portfolio?

Crafting an investment portfolio depends on your goals and risk appetite. For many investors, choosing a simple percentage split is a sensible guideline to maintain a balance between potential return and stability. Of course, everyone would prefer to have all the upside with no risk, but each of us must personally decide where we are comfortable.
How Does Fee-Based Financial Planning Work?

Financial planners and investment advisors can help put you closer to your financial goals by creating a comprehensive financial plan that includes managing your money, providing investment advice, tax, retirement and estate planning, and many other services.
What Are The Steps in the Financial Planning Process?

Ensuring a secure financial future doesn’t occur by happenstance. It takes cautious planning, usually by an experienced financial planner, and rigorous adherence to predetermined financial goals.
What Is A Realty Trust?

Many different trusts are available that can hold (and transfer) personal and real property.
Does a General Power of Attorney Cover Medical Decisions?

If you’ve taken the time to consider estate planning, you’ve likely run across the concept of power of attorney. A power of attorney (POA) can be helpful in an incapacity strategy. It can also provide transparency in business or financial matters.