
Legacy Planning: Preparing the Next Generation to Save for the Future
Whether you plan to leave wealth to your heirs or simply want to help them prepare for their own savings and wealth growth/preservation strategies, legacy planning and working with future generations, specifically millennials, is crucial in today’s financial world. As millennials have quickly taken over as the largest percentage of the work force, comprising about 45% of the US labor market, they still have many lessons to learn.

Sell in May and Go Away?... Why that’s a Bad Strategy for an Investor
With May already here, if you haven’t already heard the May Cry, you’ll inevitably read the paper, a magazine, or watch CNBC or Bloomberg, and you’ll see that someone is telling you to “Sell in May and go away,”.... Continue reading to find out why that might not be the best strategy.