portfolio


Immediate Fixed Income Annuity: Is It Right For You?

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(And why it might not be so good for you.)

How to Determine Your Bond-to-Stock Asset Allocation

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One way is determining your risk tolerance.

The Benefit of Asset Consolidation

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Do you need more than one adviser?

Emotions and the Pitfalls of Concentrated Stock Positions

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Considerations if your portfolio is made up of one large stock.

4 Reasons Why We Believe Wealth Consolidation is Worth the Effort

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The benefits of choosing a single financial custodian.

How to Prepare for the Next Stock Market Correction

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You need to be disciplined and check your emotions at the door.

Does Asset Allocation Still Work?

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…and if so, when?

How to Build a Proper Bond Ladder

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Bonds often raise more questions than answers.

Do You Know What Your True Return Is?

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Factors to consider that may surprise you.

Too Much of a Good Thing

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The risk of concentrated positions.

Active vs. Passive Funds – Which is Best

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The advantages of each, and how to choose.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437