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The future you want, the money to do it.
Education is a key component of our planning and investment process. We share our expertise with you through our blog so that you can have a deeper understanding of your finances and the decisions surrounding them.
The Latest From Our Blog
Implications of the Hamas Incursion Against Israel
What has happened? On October 7th, the militant Islamist group Hamas fired missiles from Gaza and sent its fighters into Southern Israel, prompting Israeli Prime Minister Benjamin Netanyahu to declare war. As of October 9th, reports indicate that the conflict has resulted in over 700 Israeli casualties, primarily citizens, and 500...
U.S. Government Shutdowns & Implications for Equity Market Participation
The U.S. government avoided a shutdown on October 1, 2023, after Congress approved legislation to extend the deadline to pass all appropriation bills to November 17, 2023. Should Congress fail to fund the government for the next fiscal year by this deadline, a government shutdown may ensue. However, if history is any guide, a U.S....
Keeping Your Feet on the Ground in Times of Change
Some life transitions, such as a career change, are planned, while others, such as job loss, are often sudden and unexpected. One common thread running through all transitions is the insecurity of wondering if you will have enough money to get you through each phase. This concern may be exacerbated by not knowing exactly when the transition will...
Retirement Planning Does Not Stop in Retirement
Five easy pointers to help you plan during all of your retirement years. If you’re retired, the good news is that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life too. You face decisions your parents or grandparents likely didn’t face before...
Our View of 2023: August Update
Notes on Increasingly Optimistic > Labor Market & Consumer Sentiment Our assessment on consumer consumption, the labor market, and overall consumer sentiment proved largely accurate and may continue to play out through the rest of 2023. Insight on consumer consumption patterns can be taken from major retailers like Walmart, Target, and...
Financial Planning for a Meaningful Life – 5 Planning Tips
“Wealth, by contrast, is funded contentment. It is the ability to underwrite a meaningful life – however one chooses to define that.” 1 - Brian Portnoy Should you work with a financial advisor who vows that their only mission is to make you as much money as possible? “Yes, of course!” seems like the obvious answer. While making money is...
Addressing Care Options Now for Your Aging Parents
Whether they want the role or not, adult children often find themselves in the position of primary caregiver for their parents. Unfortunately, many of us are not prepared for that role. We often find ourselves so engrossed in how fast our own children are growing up that it’s sometimes easy to forget that our own parents are also aging. If you...
Elder Financial Fraud: 3 Ways to Protect Yourself & Your Loved Ones
My wife and I are in our (very) early 70s, but we are quite active and engaged (70 is the new 50, right?) and consider ourselves financially astute. Even still, we recently suffered the hack of our personal bank accounts. While I was away on business, my wife received a text message from “the bank” alerting her to a suspicious charge. The message...
Our Outlook for a Soft Landing
Overview The economic backdrop thus far in 2023 has proven more resilient than expected. This is especially true as the consensus largely predicted that the U.S. economy would enter a recession heading into 2023 amidst a tightening monetary policy backdrop designed to battle inflation through higher interest rates and higher unemployment. The...
What to Do If You Receive an Inheritance: 5 Next Steps
Receiving an inheritance can carry the weight of loss and the confusion of wondering, “What now?” If you are overwhelmed with what your loved one left behind, here are 5 next steps: 1. Recognize the loss. If you need the space to grieve, take it. Loss is always hard, and everyone reacts differently. Find others to support you and ask for help....