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Wealth Management

Diversified Investment Strategies

We believe you should have a diversified mix of stocks, bonds, and other investments, and should diversify your portfolio within those different types of investments. Setting and maintaining your strategic asset allocation are among the most important ingredients in your long-term investment success.  

Diversification is also important when it comes to different investment types such as mutual funds, annuities, life insurance, etc. It's important to have a strategy that is in line with your current situation, risk tolerance, and goals. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Sustainable Investing

What Is “Sustainable Investing”?

The definition of sustainable investing has evolved, and may be referred to by different names, such as “sustainable and responsible investing” or “values-based investing.” Whatever term is used, the investment discipline is usually characterized by a set of principles that govern how investments are selected. 

Sustainable investing is for clients seeking to grow their portfolio by investing in socially responsible securities.

  • Are you concerned with the companies you’re investing in?
  • Are you uncomfortable investing in companies associated with activities that are considered unethical?

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important.

The return of sustainable investing may be lower than if the financial professional made decisions based solely on investment considerations. 

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Sustainable Investing: A Force for Positive Change

Sustainable Investing: A Force for Positive Change

Sustainable investing has changed the investment industry, improved companies, and helped communities.

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Promoting Positive Change Through Investments

Promoting Positive Change Through Investments

In the midst of the COVID-19 global pandemic, sustainable investing continues to be a force for positive change.

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ESG Impact

ESG Impact

Align your values with your investments.  Learn about why Environmental, Social, and Governance (ESG) matters.

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Investing with Impact

Investing with Impact

Your money can help create the change you want to see in the world.

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18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?
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From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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