Do your investments match your risk tolerance?

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious.* So from time to time, it is a good idea to review how your assets are invested. **Your asset allocation should correspond to your tolerance for risk, and if it doesn’t, it should be adjusted.  

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Some helpful tips on long-term care insurance

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.

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BCOC ED announces retirement, new CEO appointed

Roger C. Collins, who has served the Bucks County Opportunity Council (BCOC) since 1994, and as its Executive Director/Chief Executive Officer for 14 years, has announced his retirement.

Roger is a founding member of the Economic Self-Sufficiency (ES) Program that helps low-income people acquire jobs with family sustaining income so they can leave or avoid the welfare system. He refers to this as “Economic Development one family at a time.”

“When I came to the Opportunity Council in 1994, it was impossible to anticipate what would follow. To work in unity with an uncommon group of many – volunteers, staff, Board, donors, private business, government, educational institutions, farms, media, and most importantly our clients to make a difference – became the experience of a lifetime. I am both humbled and proud to have served in this very special community called Bucks County and cannot adequately express my gratitude for the compassion and generosity of many, many wonderful people. Among the greatest joys has been the opportunity to help others during times of dire need and to see clients thrive and pass on to their children their new success in life,” said Roger.

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