Options for Education Planning – Including Separately Managed Accounts

Tags: Investing, Saving, College Savings, Education Planning, Children’s Education Options for Education Planning  Education Planning for you or your children’s education is one of the most important ventures in your life. You want to give yourself or your kids a good education and we know that college education is expensive. One of the obvious steps is that you need savings for investing. So to […]

Did you do the all too common “set it and forget it?”

Original Published Date: September 6, 2022 In “Set It and Forget It” you chose a fund from the beginning and have been riding it out ever since, thinking you are doing what you are supposed to be doing because your advisor, if it wasn’t one of our financial planners, probably said you’re in it for […]