What exactly is retirement planning? Most of us would like to retire comfortably, but what exactly does that mean? The answers to that questions are as numerous as there are people on the planet. In the simplest sense, retirement planning is the planning you do to be prepared for life after paid work ends (or… Read More
LPL Financial Advisor Services
Asset Allocation
Asset Allocation involves diversifying your investments across several asset classes-such as stocks, bonds and cash equivalents-to reflect your particular goals, while attempting to minimize overall volatility. It is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. Asset allocation… Read More
College Planning
College is expensive today, and the cost appears to be rising. According to “How America Pays for College”, a recent study released by Sallie Mae, in the 2014-2015 academic year, the average family spent $24,164 on college fees, which represents a 16% increase from the previous year. Whether a college education is a distant dream… Read More
LPL Financial Advisor Services
Our Investment Philosophy At Jerris Wealth Management Group, we view the art of financial planning a little bit differently. We don’t chase balances or percentages – instead, we get to know our clients as people and then tailor investment, insurance and tax strategies to help them pursue the goals that really matter to them…. Read More