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It’s not just the stock market that’s scary

Most investors today believe in asset allocation, which usually helps reduce risk and provides our return a smoother ride to the market finish line. As we all know, asset allocation begins with placing a percentage of our portfolio into equities. The majority of us have our equity portions designed for growth. Additionally, we place another…

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Katie Woloshin celebrated women’s financial empowerment during a festive workshop

Last week, Katie Woloshin celebrated women’s financial empowerment during “Women, Wine & Wisdom.” Women in or nearing retirement gathered to ask questions and discuss retirement strategies in a festive atmosphere in our Medford office. Katie covered topics that touched on financial strategies for women, making your money last by creating an income plan for retirement,…

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