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Category Archives: Blog

Market Volatility: A Reality Check for the Long-Term Investor

By Chris Palabe, CFS®, AIF® Market ups and downs are a normal part of investing, but that doesn’t make them…

The Real Cost of DIY Investing

By Chris Palabe, CFS®, AIF® DIY (Do It Yourself) investing has given investors the ability to invest on their own….

How Do I Get Retirement Income From My Portfolio?

By Chris Palabe, CFS®, AIF® As a dedicated employee or business owner, you’ve dedicated years to hard work and saving….

Financial Year-End Planning: 6 Moves to Make Now

By Chris Palabe, CFS®, AIF® With the new year just around the corner, it’s a good time to settle outstanding…

Social Security Planning: 5 Strategies to Maximize Your Benefits

By Chris Palabe, CFS®, AIF® Whether you’re retired or approaching retirement, your Social Security benefits are likely to play a…

Are You Prepared for a Market Correction?

By Chris Palabe, CFS®, AIF® Financial markets are inherently volatile. Although the timing of a market correction is unpredictable, being…

Elliot’s CFP® Journey: Committed to Excellence

By The Palabe Team Starting a career in finance requires knowledge, determination, and a passion for helping people figure out…

VIDEO: So, You’re About to Retire. Now What?

So, you’re about to retire. Now what? Watch this quick video to learn more about your next steps. About Arlene…

Diversification: Is Your Portfolio Well-Balanced?

By Chris Palabe, CFS®, AIF® Financial advisors often praise the virtues of investment diversification. It’s one of the most common…

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