It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics- money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs better prepare for the future and give you a chance […]

How to Weather a Market Correction

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as natural disaster, political turmoil, concerns over rising interest rates, a global health crisis, or problems within a single sector that cause a domino effect across the market. A decline in stock prices of 10% from their most […]

Her Majesty

When she turned 21, Lilibet proclaimed, “I declare before you all that my whole life whether it be long or short shall be devoted to your service and the service of our great imperial family to which we all belong.” Elizabeth Alexandra Mary Windsor (Lilibet to her family) was pronounced, Elizabeth II, by the Grace […]

How Women Can Overcome Obstacles to Retirement

Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but it can be especially hard for women, who face a number of financial headwinds.  Women face unique challenges when it comes to employment, income, and caregiving; as a result, they […]

Why Investors Should Avoid Overconcentration

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation package or they may have bought shares of a single company, hoping to choose a big winner.  However, it’s unlikely that a single stock will outperform the market as a […]

Women and Wealth: Taking Charge of Your Finances

Woman with crossed arms

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family. Time off and lower lifetime income means women face […]

How a Biden Administration May Affect the Markets

American Flag

First off, this article has nothing to do with politics.  It has everything to do with investing. On Saturday, November 7, major news outlets called the 2020 presidential election in favor of Joe Biden.  Once inaugurated, he will become the 46th president of the United States.  This election made history, because it marks the first […]

Preparing for the Election and it’s Aftermath

Series of Line Graphs

Pandemics and protests.  Wildfires, market crashes, and a recession.  If someone ever tries to tell the story of 2020 on film, it will take more movies than Star Wars.  At one point, we even had to worry about murder hornets.  Murder hornets!  There’s no question this year has been a crazy one.  But it’s about […]

Elections & The Markets

Voting booths

It’s that time again!  Every four years, Americans take a few minutes out of their day to choose the next President of the United States.  Under normal circumstances, voting is a simple, uncomplicated act—but the months preceding it are anything but.  After all, before we vote, we first have to endure the dreaded “campaign season.”  […]