Retirement should be a time to celebrate, not stress. But without a solid plan to manage risks like market downturns, your hard-earned savings could take a hit
Read More
President Trump has won reelection; what does it mean for investors?
Read More
In today's financial services landscape, many advisors still prioritize selling products over providing personalized, client-centered advice. While there are
Read More
Flying a plane and building an investment portfolio may seem like two very different activities, but they share a surprising number of similarities. Both
Read More
Social Security is a major part of retirement planning for millions of Americans, giving them important financial support. But, there are growing concerns about
Read More
In the complex world of financial planning and investment management, one crucial question often goes unasked: How does your financial advisor get paid? The
Read More
Retirement planning is a critical aspect of financial security, requiring a strategic approach to ensure a stable and adequate income throughout one's
Read More
As you approach retirement, one of the critical financial decisions you'll face is whether to carry your mortgage into retirement or to pay it off. This
Read More
As you navigate the complexities of managing your finances, you may find yourself wondering when it's the right time to work with a financial advisor. At Sevey
Read More
Over the years, the financial media has portrayed itself as a trusted source of expertise, seemingly dedicated to assisting you with your financial decisions
Read More
This week I had a great conversation with a potential client. His question was "with everything going on in the country and the world, as well as bond paying
Read More
This week I had a great conversation with a client who expressed valid concerns about leaving a decent size inheritance to their children. As we journey through
Read More
