rebalancing


Emotions and the Pitfalls of Concentrated Stock Positions

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

Balance Tax Goals with Investment Strategy

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How much should taxes influence your investment strategy?

Should Bonds Still be a Part of Your Portfolio?

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Investors are questioning the wisdom of holding bonds during what looks to be a rising interest rate environment.

Does Asset Allocation Still Work?

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…and if so, when?

Are You Still Timing the Market?

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A long-term investment plan should avoid speculating.

5 Ways to Embrace Volatility

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Investors may be better served to embrace the volatility of the stock market.

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