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Blog

Hand holding a page with several charts on it
Chris Caldwell | Sep 21, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Chris Caldwell | Sep 14, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Chris Caldwell | Sep 7, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A couple working in their kitchen together
Chris Caldwell | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Mother and child working on a laptop together
Chris Caldwell | Aug 24, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Chris Caldwell | Aug 17, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Chris Caldwell | Aug 10, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Chris Caldwell | Aug 5, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Chris Caldwell | Jul 22, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Elderly woman doing yoga in a park
Chris Caldwell | Jun 22, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Hands holding a small wrapped present
Chris Caldwell | Jun 22, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Chris Caldwell | Jun 22, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, and Highland Trust Partners are separate entities from LPL Financial.

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