Having a long-term financial plan and sticking to it is an essential part of investment success.  However, a completely “set it and forget it” approach to investing is not safe. It pays to revisit your portfolio at least once a year and check if your current asset mix is on target.  If it is off […]

When we hear the word “investing,” most of us picture men in vests and crisp shirts with their sleeves rolled up, trading millions of dollars on the stock exchange.  I’m here to tell you that you don’t need to be a Wall Street trader, a finance geek, or someone with lots of money (or a […]