October 2016

Managing Portfolio Risk and Tolerance
Blog
Portfolio Management
Retirement Planning
/ By
Admin

If you’re like most people, you could probably use professional advice with managing portfolio risk and tolerance, as well as learning how to evaluate your portfolio in terms of its return potential.

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Manage Your Important Financial Documents and Reduce Clutter
Blog
Financial Planning
Retirement Planning
/ By
Admin

A Cluttered Life Can Cost You In The Long Run: Manage Your Important Financial DocumentsIt may surprise you to learn that many people have important financial documents strewn all over their homes - in desk drawers, underneath books,

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Higher Student Loan Rates Presents Challenge for Black Community
College Planning
Financial Planning
Blog
/ By
Admin

Data from the U.S. Census Bureau shows how higher student loans rates presents a challenge for the Black Community. For example, according to the U.S. Census Bureau, 18 percent of African-Americans 35 years old and older had a bachelor’s degree or higher in 2010. Some 1.5 million African-Americans 25 years old and older had advanced degrees in 2010, and 2.9 million were enrolled in college in 2010, a 1.7 million increase since 1990.

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