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  3. April 2016

April 2016

Keeping it in the Family by Protecting Your Estate

Submitted by SY Financial Group on April 4th, 2016

An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a few short years, but in some cases this is exactly what happens. Here are some of the top risks to an estate and some easy ways to manage those risks.

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The Art and Science of Asset Allocation

Submitted by SY Financial Group on April 3rd, 2016

Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through the conversations we have with financial planners in retirement we are bombarded with messages about the importance of proper asset allocation.

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