We would like you to get to know us before you meet us. Here are some Instructive videos to help that along:
- Our first meeting, and what to Bring
- Meet our Team
- How to read our statements
- How to get online access
- What to expect ongoing – Annual Rebalances
- Stock Market Risk
- The Cost of Waiting to Save
- **Investing involves risk, including the loss of principal. Example used as an illustration only, not indicative of any particular investment, actual results will vary. Assumes reinvestment of dividends with no consequence of fees or taxes. Past performance is not a guarantee of future results.
- Understanding your Required Minimum Distributions (RMD)
- Don’t Procrastinate
- How to Save for College
- **529 Plans: An investor should carefully consider the investment objectives, risks, charges and expenses associated with 529 plans before investing. More information is available in the issuer’s official statement which can be obtained from your financial professional. The official statement should be read carefully before investing. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents and taxpayers. The investments inside a 529 plan may fluctuate with changes in market conditions. When redeemed shares may be worth more or less than their original value. Nonqualified withdrawls do not enjoy tax-favored treatment. The earnings part of a nonqualified withdrawl will be subject to federal income tax, and the tax will typically be assessed at the owner’s rate, not at the beneficiary’s rate. Plus, the earnings part of a nonqualified withdrawl will be subject to a 10 percent federal penalty, and possibly a state penalty too. Investing involves risk, including the loss of principal.