Q1 2019 Webinar Recap

By |2019-07-12T11:59:17-08:00April 11th, 2019|Market Commentary|

Time to read: 3 minutes | After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios are in a defensive position

Tips For Retirement Income Planning

By |2020-01-23T12:56:52-08:00April 2nd, 2019|Featured, Wealth Management Resources|

Time to Read: 10 minutes | Tips for Retirement Income Planning Much time, energy, and thought are put into the fundamentals of saving for retirement before retirement happens – how to allocate assets, understanding the benefits of tax-advantaged retirement accounts, etc.  Less emphasis is put on how to withdraw the funds once you’re in retirement. Retirement