Your trusted resource for financial
planning, investments and insurance.

Stocks in Retirement: You Might Need More Than You Think

It may make sense for today's retirees to keep as much as 60% to 80% of their investment assets in equities, especially in their first decade of retirement.

5 Financial Documents Every Young Adult Should Consider

Most young adults don't think wills and estate planning are things they need to be concerned about -- at least for now. Yet all young adults, no matter their age, should consider some type of estate plan.

News: Temporary Pause on Portfolio Risks

Current information on the Sharpepoint short-term tactical changes to our portfolios. There are a few different risks that we are always monitoring, and the current situation in the stock markets and other sources is signaling excess risk in the system.

Stay informed as breaking news may impact your investments or financial plan.

  • This field is for validation purposes and should be left unchanged.