3 Things Young Professionals Should Remember During Volatile Markets

In times of uncertainty it’s important to remember, control what you can control. I read an article recently about the hoarding of materials that has occurred during this pandemic and the thought process behind it. It all comes down to control, or at least the illusion of it. Having hundreds of toilet paper rolls isn’t… Read More

What is the difference between a Traditional vs Roth IRA?

By Sunwook Jin, CFP®, CRPC®, CMFC® Opening or using an Individual Retirement Account (IRA) could be one of the most effective moves you’ll ever make in your retirement planning.  IRAs offer you the total versatility to invest in virtually any type of investment you desire, well beyond the Mutual Funds and Exchange Traded Funds (ETF)… Read More

Portfolio and Portfolio Management- What does it all mean?

By Helen Hartman, CRPC® Through my many years in the Financial Industry, I have learned there are “language barriers” with prospects and/or clients at times. Financial Advisors (Financial Planners, Investment Advisors, etc) utilize common terms within their profession that not everyone is familiar. However, clarification of terms is key to communicating with your financial professional.… Read More