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Blog

Dan Finnerty | Jul 7, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Dan Finnerty | Jun 8, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Dan Finnerty | May 12, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Dan Finnerty | Mar 15, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Dan Finnerty | Feb 26, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Dan Finnerty | Feb 22, 2021

What are the benefits of Diversifying my Investments?

Investments

 

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket”

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Dan Finnerty | Jan 26, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Dan Finnerty | Jan 11, 2021

Investment Tips for All Seasons

Investments
If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to
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Dan Finnerty | Oct 29, 2020

Elections and the Stock Market: Much to Do About Nothing

It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s

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Dan Finnerty | Sep 29, 2020

Preparing for an Early or Unexpected Retirement

Planning for retirement is without a doubt a long-term project that takes years of saving and adjusting to prepare for successfully. It certainly isn’t a fix it
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Dan Finnerty | Sep 29, 2020

What History Can Tell Us About the Post-COVID-19 Investing Market

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the
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Dan Finnerty | Jul 21, 2020

9 Important Details About Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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