By diversifying the holdings in a portfolio or owning things that don’t all behave the same way at the same time, it might be possible to pursue market returns on the upside and limit the downside
We learned of some ways to handle common health insurance situations such as retiring before Medicare eligibility, having no or limited benefits at work, and turning 26 and becoming ineligible to remain on parents' plan.
This past Friday we hosted a fun outing with our clients and friends at the Smokies ballpark! We enjoyed the game, food and the fireworks show at the end! Most of all, we enjoyed the bonding time it brought us!
Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact. You do not have to supply this information, but it is certainly welcomed.