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    Financial News

    16 February 2018

    Washington Post: "Hold Tight Or Splurge?"

    Author: Lynn Ballou

    With market's hitting stratospheric valuations, many Baby Boomers still feel the pain of the "Tech Wreck" and the Global Financial Crisis of 2008. It's causing them to question the true value of their portfolios and make careful decisions as they enjoy or head into retirement. The Washington Post's Todd Frankel quoted me in his article "Hold Tight Or Splurge?" 

    Have questions about the best way to handle these concerns for your own future?

    Please reach out to us. As CERTIFIED FINANCIAL PLANNERS™ we are fiduciaries for our clients and what matters most to us is the success and peace of mind for each client. One size definitely doesn't fit all and we care about finding the right solutions unique to you and being there as life's path winds forward.

    For more information, visit our investment management page.

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    Lynn Ballou, CFP® Regional Director

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    Lynn Ballou, CFP® Regional Director

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