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Our Favorite Holiday Traditions

By Brett Gottlieb Trick-or-treating is over and Thanksgiving is around the corner. You know what that means; the holiday season is upon us! Last year the coronavirus pandemic forced many of us apart for the holidays. So this year we are more than ready for some quality time with loved ones, making memories and participating…

The Real Benefits of Diversification

By Brett Gottlieb We’ve all heard the expression “Don’t put all your eggs in one basket.” And if you’ve ever dipped your toe into the investment world, this is likely one of the first concepts you learned about: diversification. In fact, it’s one of the golden rules of investing. But why? It all comes down…

How Much Risk Is Too Much In Your Portfolio?

By Brett Gottlieb From a global pandemic and a contentious election season to unprecedented market headlines and international unrest, it’s no surprise we have seen increased market volatility over the last year and a half. And when it feels like our world is spinning out of control, it’s tempting to panic, especially over our finances.…

Medicare Open Enrollment Starts Soon; Here’s What You Need to Know

By Brett Gottlieb As you work through your retirement checklist, did you get stuck on healthcare planning? Enrolling in the right healthcare coverage is an incredibly important decision that can often feel overwhelming. Not only do you want to make sure you have coverage for your medical needs (both known and unknown), but you also…

This is Why Your Adult Children Need a Financial Plan

By Brett Gottlieb If you have children of any age, I can safely say that you have hopes and dreams for them. We all want our kids to be resilient, successful, and act as good stewards of their own wealth—and our wealth when they ultimately inherit it. That’s why it’s never too early (or too…

Follow Us on Social Media!

By Brett Gottlieb Did you know Comprehensive Advisor is on social media? We designed our pages as an extension of our mission to help you manage and secure the wealth you are working hard to create and grow.   In fact, we’ve created short, concise videos on everyday financial topics so that you can grow…

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