Quarterly Insights — October 2013

Posted on Oct 8, 2013

In This Issue: In Financial Planning for the Ages, we talk about the need for planning at all stages of life and the questions you should ask yourself. In Strategic vs. Tactical Asset Allocation, we describe the difference in two common investment strategies, then illustrate how they apply to us. In Raising Financially Responsible Children, we offer tips on how to begin the conversation of money with your children. Offer us your ideas as well! A summary of current Elmwood themes and our strategies that go along with them. Financial Planning for the Ages — By Shannon Lemon, CFP® Over my...

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