Target date mutual funds are designed to manage risk based on the age at which an investor plans to retire, typically in five-year increments (2025, 2030, etc.). Their use has grown rapidly over the last decade, in part because they became the default investment choice for many retirement plans. This shift was meant to keep […]
What is a Market Correction? Market corrections are defined as the stock market or a specific index dropping in value between 10 to 20 percent. Once it drops below 20 percent, that’s when we would refer to it as a “bear market”. Market corrections are naturally occurring events when the market readjusts and rights itself. […]
My path to becoming a financial advisor has not been a smooth one. However, it has afforded me life lessons that fuel my passion and the work I do for my clients. I have been challenged by my colleagues to author my origin story as a means of sharing those lessons as well as providing […]