January 2016 - Envision Wealth

Posted January 20, 2016

Investment Strategy: Rebalancing Your Portfolio

When it comes to achieving your long term investment goals, how does one successfully maintain his or her strategic portfolio allocation, while still making the appropriate adjustments as life [...]

By Bob Bolen

In Financial Planning

Posted January 9, 2016

What is a Fiduciary and why should you care?

There has been a debate in Congress on whether or not to mandate a “fiduciary” standard on the financial services representatives that hold themselves out to be a financial advisor or financial [...]

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