Performance Asset prices across the board rose over the final three months of the year. Stocks rallied for a sizable portion of the fourth quarter, recouping some of their previous … Continued

Looking back, 2022 was a year of uncertainty and surprises. While it started with the hope of a post-pandemic recovery, the war in Ukraine and spiking inflation quickly took center … Continued

You’ve worked hard to plan, save, and invest for your retirement. That’s why we are passionate about educating our clients about their options when saving into retirement accounts. When markets … Continued

Performance Following the trend of the tumultuous first half of the year, U.S. stocks moved lower in the third quarter. International stocks also fell; developed markets and emerging markets both … Continued

People say there are three topics you don’t talk about: politics, religion, and money. Now, we won’t speak to the first two, but we can confidently say that talking about … Continued

REVIEW THESE 10 STEPS TO IMPROVE SECURITY The ubiquity of technology creates an abundance of convenience, efficiency, and enjoyment in our lives. However, our digitally connected world offers unbound opportunities … Continued

You’ve no doubt heard about the rise in cybercrime and identity theft in the mainstream media in recent years. And we’ve certainly tried to address this important topic in our … Continued

Nathan Mersereau, CFP®, President of Planning Alternatives joined Channel 4 to discuss the importance of saving for retirement in the new year. Watch the video below to learn more.

Wealthy individuals who’ve spent years or decades working hard, saving diligently and dutifully following a carefully constructed financial plan often confront a unique challenge: getting comfortable actually spending their money. … Continued

Performance Concerns about slowing global GDP growth and higher COVID-19 delta variant infections weighed on stock returns this quarter. The combination of these effects spurred a rotation from sectors that … Continued