The Financial Impact of Losing Your Spouse
The loss of a spouse has profound emotional and financial consequences. Planning for this possibility is vital for your financial...
- Apr 20
Creating a Values-Based Estate Plan
Many investors have some understanding of traditional estate plans that specify how you want to distribute your property after you die. A...
- Sep 20, 2021
The Delta Factor
The après-COVID party is in full swing. Travel is booming. Restaurants are full. Real estate is on a roll. Even used cars are a hot...
- Aug 17, 2021
The Greening of Wall Street
The green revolution is upon us. Like it or not, the world is shifting away from fossil fuels toward renewables. Solar and wind farms are...
- Jul 20, 2021
Real Estate Is Booming. Is a Bust Ahead?
Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the...
- Jun 17, 2021
Despite Pandemic, Americans Are Saving for Retirement
The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide...