ETF Autopilot
8 risk-managed global asset allocation portfolios constructed of Exchange Traded Funds.
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Learn MoreUnderstanding Today's Financial Environment
“ Turning complexity into simplicity through comprehensive and continual advice.”
Regardless of where you are in your investing life, your investment portfolios need to be aligned with your financial goals. The questions shouldn’t be “How do I beat the market?” but rather “How do I achieve my investment goals objectively in a way that I am comfortable with through all market cycles?”
Take that first step to see whether your portfolios truly align with your comfort level. What’s your RISK NUMBER?
Contact UsHelpful Content
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?