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BTA Blog

Set Goals as You Save & Invest

By: Elisabeth - March 4, 2019 - 8:45 am

Turn your intent into a commitment. Provided by Denise B. Barrows, CPA, CFP® Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60?  Read more…

Managing Volatility through Diversification

By: Elisabeth - February 1, 2019 - 9:34 am

Shelley Schexnayder, Communications, Senior Advisor at 1st Global April 12, 2018 It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for  Read more…

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