Blog

Overseeing the final wishes of a trusted friend or family member feels like an honor, and it is.  However, before you accept the role of executor of a trust or estate, make sure you understand the responsibility you are accepting.  

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?

Data breaches. Ransomware. Spoofing. Phishing. Identity theft. Bot attacks. Wire fraud. 

Protecting our clients’ valuable information and assets from cybersecurity threats like those listed above is paramount to our business operations.  To ensure there are no gaps, we employ a heavily layered...

Many investors recognize the benefits of remaining steadfast in the face of uncertainty, even when it feels dangerous or uncomfortable.  Indeed, decades of market evidence prove that over the long-term, panic-selling during economic downturns is usually a far less successful strategy than staying...

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried to keep their small businesses open with few resources. Thankfully, the Coronavirus Aid, Relief, and Economic Security...

One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for a low cost, it can also be the most overlooked. Most people don’t consider it because they think they have plenty of liability coverage in their homeowners and auto insurance policies.

Filtering investment decisions through a values-driven lens has become one strategy investors can use to create a portfolio that considers Environmental, Social, and Governance (ESG) factors.  While ESG funds and other socially responsible investments may offer an attractive risk-return profile, an...

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home.

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed...

There’s no two ways about it – the COVID-19 pandemic has been a historic moment around the world. From the financial markets to our daily lives, many of the norms we took for granted back at the beginning of the year have been shaken up. Given the unprecedented nature of this disease’s impact on society, it may feel difficult to predict what a post-COVID-19 investing market will look like.

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should...

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s...