Blog

Enjoy our blog to find additional tips for financial wellness

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

VIDEO: Navigating Noise in Uncertain Times

March 13, 2025 Insights Personal Finance

With all the changes happening in the government, it’s no surprise that people are feeling uncertain about their finances. We’ve been receiving a lot of questions from clients who are concerned about what’s next—so in this video, we’re breaking down how to navigate the noise, stay focused, and make confident financial decisions in uncertain times. No matter what’s happening around you, controlling what you can control will help you stay on track. Watch now to gain clarity and confidence!

VIDEO: What to Do with Your Tax Refund | Smart Money Moves!

March 11, 2025 Personal Finance

Got a tax refund? Before you blow it on impulse buys, let’s talk about how to make the most of it!

VIDEO: FAQs About Our Group Sponsored Financial Advisory Program

February 27, 2025 Insights

Are curious about the benefit that we offer that thousands of nurses have been able to take advantage of? Are you a human resources benefits director looking for a benefit that will help with employee retention and productivity? Watch this video which highlights some FAQs about our Group-Sponsored Financial Advisory Program.

VIDEO: When is the RIGHT Time to Do a Roth Conversion?

February 24, 2025 Retirement Funding Personal Finance

Thinking about doing a Roth conversion, but not sure if it’s the right move? In this video, Leah breaks down when a Roth conversion makes the most sense—and when it doesn’t. Learn how to take advantage of tax savings, reduce future required minimum distributions (RMDs), and maximize your retirement wealth!

VIDEO: Don't Believe the Hype! Avoiding the Emotional Decision-Making Trap

February 19, 2025 Insights

History is full of financial panic fueled by fear and misinformation. From Y2K to Project 25, people have made costly money mistakes by believing the hype.

VIDEO: Will Your Money Last? How to Manage Longevity & Mortality Risk in Retirement

February 18, 2025 Retirement Funding

Planning for retirement? One of the biggest challenges is balancing longevity risk (outliving your money) with mortality risk (running out too soon). In this video, we’ll explain how to manage these risks, optimize your retirement income, and create a strategy that gives you peace of mind.