Learn how to use a scorecard to track your investments and put yourself on a path for success in 2019.

How should you deal with market volatility? What can you do to keep market swings in perspective?

The 2018 mid-term elections and the impact on your investment portfolio.

Market volatility before elections are normal, but it doesn't mean we have to like it. We examine the markets before the mid-term 2018 elections.

How were the markets doing up to Q3 2018? What were potential headwinds and tailwinds for the rest of 2018?

It's mid-year 2018 and despite negative news, earning season expectations are better than expected. How may this impact your portfolio?

How did the markets perform in the first half of 2018?

Market volatility is back and it's taken a toll on investor confidence. In times likes these, it's important to review and reconnect to your long-term financial goals.

Why proper asset allocation is crucial to your investment success, particularly during market volatility.

During the first half of 2018 there was plenty of market volatility. How should you respond?

Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.

How did the markets perform Q1 2018?

Why are financial markets so volatile right now? Should you change your investment strategy to adapt to these market corrections?

Bull and bear markets are common occurrences. Learn how market corrections work and how investors can react during down market cycles.

Having the proper mindset, asset allocation, and portfolio diversification can help your financial plan stay on course, especially during market corrections.

Hear about how low unemployment and strong economic growth were tailwinds in 2017.