Monthly Archives: December 2017

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19 12, 2017

Introduction to Options

By |2019-03-11T20:40:59-07:00December 19th, 2017|Advisory|0 Comments

Intro to Options Options are a type of investment that can add a layer of diversification for sophisticated investors. They are versatile, yet complex and extremely risky. This article will not make you a professional, but it will give you a basic idea of what options are, how they work, and what they can [...]

13 12, 2017

Choosing Disability Insurance-Short Term Vs. Long Term

By |2019-03-11T20:41:00-07:00December 13th, 2017|Financial|0 Comments

Choosing Disability Insurance Disability insurance is insurance that will provide you with income if you become sick or injured to the point that you are unable to work. If you want an overview on how disability insurance works, you can read Fundamentals of Disability Insurance. There are many different terms that you need to be [...]

7 12, 2017

Naming a Guardian for Minor Children

By |2019-03-11T20:41:00-07:00December 7th, 2017|Legal Documents|0 Comments

Naming a Guardian for Your Children If you have any children under the age of 18, naming a guardian is a vital component of your estate planning process. In this article, we will go over what happens when you do not name a guardian for your children, how to name one, and questions [...]