Vid's Blog

Our Knowledge is Your Power

 

Our goal with every blog post is to provide valuable information that could benefit you.

Spring Cleaning Your Investments

Spring Cleaning Your Investments

Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan. Here are seven steps to making your portfolio cleaner and more efficient.

From Our Founder, Vid

My Quest for Unbiased Advice led me Here

Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.

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