Understanding how investing works will help you get more from your money. Whether you’re new to investing, have a lot of experience or are anywhere in between, we have information that can help you put your money to work.

 

Investment Types

What is a Mutual Fund?

Many people realize there’s a way to get what they want—but can’t get on their own—simply by pooling resources with other like-minded people. For this reason, vacation time-shares have become popular with travelers and, now, even “toy-shares” exist for those…

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Target Date Funds Tutorial

Target date funds are gaining popularity but also have been coming under increased scrutiny recently. If you have money in a target date fund or are considering investing in one, are you familiar with how they work and some of…

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Tips and Lessons Learned

Build Your Best Budget in 2017

It’s that time of year again – holiday decorations are coming down, all (or at least most) of the seasonal food and drink has been consumed and we’re doing our best to start yet another new year off on the…

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Take Our Advice: Tony Kirchhoefer

As you can imagine, our financial professionals are accustomed to giving financial advice to help our clients increase the probability of successfully attaining their financial goals. To mix it up a bit, we asked them to share the best (and…

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Investment Strategies

How to Start and Grow an Emergency Fund

Many of us know why an emergency fund is important: When facing one of life’s unexpected but inevitable bumps in the road, such as a water damage in your home, car repairs or even a lost phone, having an emergency…

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How to Protect Your Retirement During a Later-In-Life Divorce

In previous generations, married couples over the age of 50 tended to honor the “’til death do us part” section of their wedding vows. As a result, they divorced in relatively low numbers. These days, however, divorce after age 50…

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Search Mutual Funds

Get a snapshot of various Mutual Funds sorted by total assets – for the additional details and access to research about these and the hundreds of other available funds that you’ll need in order to make the smartest financial decisions, contact your local advisor.

Search ETFs

Get a snapshot of various Exchange Traded Funds (ETFs) sorted by total assets – for the additional details and access to research about these and the hundreds of other available funds that you’ll need in order to make the smartest financial decisions, contact your local advisor.