Choosing a financial advisor is one of the most important financial decisions you’ll make, but deciding whether to leave one can be just as difficult. In his recent U.S. News & World Report article, “Is It Time to Dump Your Financial Advisor?” journalist Geoff Williams explores several warning signs that may indicate it’s time to...Read More
Currency exchange-traded funds (ETFs) provide investors with a way to gain exposure to foreign currencies such as the euro, Japanese yen, and British pound without the complexity of trading currencies directly in the foreign exchange (forex) market. In her recent U.S. News & World Report article, “5 Best Currency ETFs to Buy Now,” financial journalist...Read More
As market uncertainty continues to dominate headlines, many investors find themselves wondering whether they should make changes to their portfolios in anticipation of what comes next. In a recent article, “Why Timing the Market Is Still a Retirement Mistake and What to Do Instead,” journalist Anna Baluch explores why attempting to predict market movements remains...Read More
In the recent article “Fidelity Challenges Long-Standing Retirement Savings Rule,” finance journalist Damilola Esebame explores new research from Fidelity that questions one of the most commonly accepted principles in personal finance: maintaining a large emergency fund throughout retirement. The article, published on The Street, examines how many retirees continue to hold significant amounts of cash...Read More
The Realtor.com article “Older Millennials Have Less Than 20 Years To Save Enough for Retirement—and They’re Already $427K Behind,” by journalist Anna Baluch, examines the growing retirement savings gap facing many Americans in their 40s. According to research, the median retirement savings for older millennials is just $73,000, far below both their own expectations and...Read More
While the ink still dries on the One Big Beautiful Bill Act (OBBBA), we are learning more each day about Trump accounts. These new accounts are essentially an IRA-like vehicle targeted toward children. What we do know is that they will be seeded with $1,000 for children born between 2025 and 2028. Let’s walk through...Read More
We’re proud to share that our Marketing Manager, Kelley Muhsemann, was recently featured in Newsday as part of their “Voices” series. In her piece, “Maybe this is why we stay on Long Island,” Kelley reflects on growing up on Long Island in the 1990s, the memories that shaped her childhood, and the complicated but meaningful...Read More
The recent article “What Income Level Is Considered Rich?” by journalist Erin Gobler, featured in The Wall Street Journal / Buy Side, explores how wealth and financial success are often more nuanced than a single salary number. While national income statistics and IRS data can provide benchmarks for how households compare financially, the article emphasizes...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, recently participated as a featured panel speaker at the 2026 Boston Asset Allocator Luncheon hosted by Titan Investors in Boston. The invitation-only event brought together investment leaders, wealth management professionals, and allocators from across the region for a full day of educational...Read More
