Tools & Resources

Find Out if You're on Track for Retirement

Annual Account Balance

Annual Account Balance

Adjusting your account balance to account for inflation is a necessity to reach your retirement goals.  

Importance of Rebalancing

Importance of Rebalancing

As a result of market fluctuations in one asset class versus another over any given period of time, all portfolios drift over time from their original asset allocation.  Rebalancing is an essential component of any comprehensive investment strategy and will help you avoid undue shifts in your portfolio due to financial market trends resulting in risk outside your desired investment objectives.  

Example 1: A slightly aggresive portfolio begins with an asset allocation with 60% stocks and 40% bonds.  

Example 2: The performance of the investment pushes the allocation to 85% stocks and 15% bonds.  The allocation is now riskier than desired.  

Example 3: By rebalancing your portfolio, you could avoid this type of market-driven change and keep it in line with your objectives and risk tolerance.  

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.