investment philosophy

Jeff Bernier | Aug 15, 2024

investor behavior

Financial Plan

Facing market volatility can be challenging, but staying focused on your long-term goals is crucial.

Jeff Bernier | Apr 16, 2024

The essental three words in investing? Diversification, diversification, diversification!

Jeff Bernier | Jun 13, 2023

investor behavior

The most important thing about an investment philosophy is that you have one you can stick with. David G. Booth

Jeff Bernier | Aug 26, 2021

"Don't just do something...stand there!" Jack Bogle, founder and former CEO The Vanguard Group

Jeff Bernier | Dec 31, 2020

stock market

economy

Welcome to Forecast Season. It's that time of year! Skip the forecasts and instead focus on these 6 planning suggestions.

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No matter where you are in your journey, our goal is for you to be better able to navigate and have clarity and confidence in the future.