Asset allocation is a fundamental principle of sound investing. Implementing a strategy and plan into your portfolio is equally, if not more, important to your long-term investment success than the individual securities in your portfolio.
Videos, Financial Wellness
Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.
Retirement Planning
A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.
Insurance Planning
Keeping your insurance updated ensures you’re ready for life’s surprises. This article explores why regular policy reviews matter and the key steps to keeping your coverage aligned with your needs.
Videos
A young professional suddenly received a trust fund but had no idea how to handle it. Should they invest? Pay off debt? Save for the future? In this video, Russ Rivera walks through the steps he took to help them create a solid financial plan—one that ensured their inheritance would last and work for them.
