Helping Clients Manage Risks and Grow Assets.

Dee Turkalj Dee Turkalj

Market Volatility and Market Risk Management Strategies

If you have ever tried to improve certain area of your life, you know how hard change can be. Everyone makes resolutions, but just few people are able to keep them. When you want to make a real change, you can increase your chances of

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Dee Turkalj Dee Turkalj

401k and Some Most Common Mistakes

Some of the most common mistakes related to 401k accounts are taking a loan against 401k, cashing your current or old 401k account or using inappropriate investment vehicle for your 401k assets.

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Dee Turkalj Dee Turkalj

Planning For Retirement-Life Expectancy and Inflation

The life change of retirement may be positive experience only if it is seen not as an end but as redirection of activities and interests. By all means plan for changes and for new beginnings. Always think creativity and involvement and don’t fall into

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Dee Turkalj Dee Turkalj

The Year End Financial Planning Tips

As we approach the busy holiday season, it’s easy to let attention slip from personal finance. Between holiday shopping, cooking and year end parties don't forget the most important type of planning you should do this holiday season-financial planning.

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