How Value Added Indexing began...
In our early days, we told anyone who would listen that we were going to implement financial plans using funds that tracked the market’s performance – not beat it. Boy did we get a lot of grief!
What Does the SECURE Act Mean for Your Retirement?
The SECURE (“Setting Every Community Up for Retirement Enhancement Act”) offers several adjustments to current laws surrounding retirement. Let’s go through the 3 major changes that may impact your retirement planning.
"Value Added" Part 1 - The Financial Plan
A successful financial plan always begins with listening. It allows clients to articulate their goals and gives us a comprehensive understanding of their resources and financial situation.