Protecting Our Seniors
Portfolio Solutions® serves more than 600 clients in 44 states and the District of Columbia. Working with this large and...
Read More
Robo Advisors Have Arrived, but Life Often Calls for a Human Touch
There are some critical things that people can do better than computers.
Read More
Were You Affected by the Most Recent Credit Card Breach?
In July of 2019, Capital One Financial Corporation disclosed that it suffered a data breach in which an alleged hacker...
Read More
Financial Basics for Millennials
The team at Portfolio Solutions® believes that with age comes responsibility. If you are a young adult in your 20s or...
Read More
Timing the Market is Futile
At Portfolio Solutions®, the investment philosophy we practice has served our clients for more than 20 years, and it...
Read More
Lifetime (Non-Charitable) Giving
Gifting can be a powerful estate planning tool, allowing you to transfer your wealth to others during your lifetime...
Read More
Are There Hidden Cameras in Your Online BnB or Hotel Room?
Now that it is officially Summer and the kids are out of school, it may be time to plan and take your family vacation...
Read More
Bonds Can Provide Stability in an Equity Bear Market
The chart below demonstrates track records for investment classes during turbulent periods in equity markets. By sorting...
Read More
Your Money! Anytime. Anywhere.
If you haven't downloaded the PS Portal app since its release last year, now is the time! Discover the advantages of...
Read More
Wills: The Cornerstone of Your Estate Plan
If you care about what happens to your money, home, and other property after you die, you need to do some estate...
Read More
Starting or Buying a Business
At Portfolio Solutions®, we feel that before you start your own business or buy an existing business, you should do some...
Read More
Consider the Big Picture During Periods of Market Stress
Short-term stock market volatility can cause us to lose perspective. In times of market volatility, you may see alarming...
Read More