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.

Go Get Your Stock (Part II)

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Retrieving company stock now will save you time and money in the long run.

4 Reasons Why We Believe Wealth Consolidation is Worth the Effort

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The benefits of choosing a single financial custodian.

Should You Still Buy Bonds in This Market? We Say YES.

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The simplicity of the solution may surprise you.

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?

Should You be Rebalancing Your Portfolio Now?

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There are roadblocks to rebalancing.

Should I Dollar-Cost Average?

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Let’s look at some data.

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