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.
Wondering how to save and invest for your child while balancing your own financial goals? In this video, I’ll break down where saving for your child can potentially fit into your overall financial plan and some ways to do it!
In this video, Dan and Leah discuss an article written by a prominent expert on retirement plans. Though the information was factual, should you follow the advice given? In this video, Dan and Leah discuss an article written by a prominent expert on retirement plans. Though the information was factual, should you follow the advice given? With so much information out there, it can be challenging to navigate what you should listen to and what noise you should block out when it comes to your finances.
Thinking about using a HELOC (Home Equity Line of Credit) to fund a big home project? Before you dive in, let’s break down the pros, cons, and alternative options to help you decide if it’s the right choice for you!
Employees today face increasing financial stress, and many feel overwhelmed by the volume of information available to them. The uncertainty in the economy and changes in legislation are further heightening the stress that employees feel, which may be adversely impacting their work and productivity. Rather than providing more generic resources, employers have an opportunity to offer personalized financial guidance that helps employees take meaningful steps toward financial security.
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!
Got a tax refund? Before you blow it on impulse buys, let’s talk about how to make the most of it!