President Joe Biden withdrew from the 2024 presidential race and endorsed Vice President Kamala Harris as the Democratic nominee, although the endorsement does not necessarily mean she will win the nomination. The change in the Democratic ticket does not change our fundamental view of the e …
Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financi …
The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
Published by Beth Schanou, Director of Wealth and Estate Planning A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person call …
In this day and age, electronic communication has made huge improvements toward making communications quick and convenient. However, we must remain vigilant in protecting our valuable personal information. We believe the best safeguard is for you to educate yourself on what “phishing” is, h …
Published by Rob Furlong When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio ma …
