As you go through life, it’s wise to create a network of experts you can call upon for advice and assistance in managing the complex financial areas of your life. …
Author: jservignat
Cheat Sheet for Knowing Your Retirement Age
You don’t often hear about any benefits of getting older, but in the field of retirement planning, there are a few opportunities associated with certain age “milestones” that you won’t…
Servignat Says: You Deserve to Retire on Your Own Terms
As an Investment Advisor, it’s our job to help clients plan how to pay for their lifestyle after they retire, given their goals, expected longevity, inflation and the rising cost…
Servignat Says: LEI-ding the Way
The recent market fluctuations have made many investors uncomfortable these days, which is understandable, given the magnitude of swings in the DOW on a daily basis. More people have asked…
Servignat Says: The Rise of Responsible Investing
With $8.5 trillion invested in ESGs in 2016 and a +33% growth since 2014, responsible Investing seems to finally be entering mainstream investment strategies.
Servignat Says: Do Not Fight the Trend
Even though I was on vacation, I was reminded of the investment market while riding the Splash Mountain roller coaster in Frontierland.