Maximizing Benefits of Low Mortgage Rates in 2021

If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability and high demand for safety in the form of lower volatility.

Stress Testing Portfolio for Market Volatility

Will this market decline and volatility change my plans? Will I still be able to retire when I had planned to? In Financial Planning, it is critical to understand if your current actions are enough to accomplish your goals, as well as what changes could knock that plan off course. Stress testing your portfolio can give you confidence that things are in order, even when life seems to be derailing.