The key to achieving optimal allocation for any investor’s portfolio is to find a productive balance between risk and return. (more…)

Let’s face it: with any new venture, it’s easy to get lost in the lingo. When I entered the financial services industry after college, training and licensure felt like drinking water from a firehose. Although the concepts were easy to grasp, the terms, acronyms and abbreviations made learning more difficult than I had expected. (more…)