As the stock markets plummet and concerns over a pandemic increase, it’s important to not lose focus on long-term investment goals. 

As we usher in a new decade and reflect on the last, it’s natural to wonder what’s to come. After ten years of strong markets, what can investors do to be prepared for a potential market downturn? 

Fintech firms have been propelling the financial world in a new direction for much of the past decade, but where does the retirement industry stack up?

Stock market volatility is a fact of life in the investment world. Even though it can be disconcerting, it can also be an opportunity to work with your advisor to reevaluate your investment strategy.

Today I am excited to announce the launch of the Millennium Trust Blog. This blog will be a platform for education, insights and information about current industry topics and relevant trends. I’m sure we’ll even have some fun with the blog, too.