Tips and Tricks Blog

  • Market Update in the Wake of Coronavirus

    We understand the need to communicate with our clients during a volatile time…With despair comes opportunity. Markets have fallen significantly since the arrival of COVID-19. And yet, this black swan event exemplifies our use of asset allocation as a means of mitigating risk for our clients. Clients who are not yet retired should understand that time is on their side. Clients who are close to, or in retirement should take comfort in knowing that a significant portion of their portfolios are in fixed income, which has performed well during the equity selloff. Any cash needs can be satisfied from fixed…

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  • Did You Know That Pharmacy Discount Programs Could Save You Money ?

    Prescription drug discount cards are a membership benefit of certain organizations like AAA and AARP, and are also available free at various websites. Some chains also offer proprietary cards good only at their own pharmacy. These cards are not considered insurance, and can only be used for prescriptions not covered by insurance. This program should not be confused with retailers’ own programs offering $4 and $10 prescriptions for certain generic drugs. Costco often has the lowest cost on prescriptions and you do not need to be a member to buy prescription drugs at Costco. First…Check here Prescription Drug Discount Cards:…

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