In the U.S. News & World Report article “What’s the Easiest Way to Repay $200,000 in Medical School Loans?” by journalist Maurie Backman, readers get a clear, practical look at how new doctors can manage, and eventually conquer, the heavy debt burden that often comes with medical school. The piece explores budgeting, repayment plans, refinancing...Read More
In a recent Women’s World article, “Half of Women over 50 Lose Sleep over Health Care Worries—Here’s How to Take Control,” journalist Carissa Mosness explores why medical costs, prescription expenses, and confusing health information leave so many women feeling anxious, and what practical steps they can take to regain confidence. The piece breaks down simple,...Read More
Endowments and foundations are built to last longer than any one market cycle, board chair, or headline. That longevity does not happen by accident. It happens because a small group of people take their stewardship role seriously, ask plain-spoken questions, and make decisions that serve both today’s mission and tomorrow’s beneficiaries. Whether you serve on...Read More
We’re thrilled to share that our Senior Wealth Advisor, Christine M. Parisi, was recently featured in a Yahoo Finance article (syndicated via GOBankingRates) by journalist G. Brian Davis, titled “5 Major Social Security Mistakes Boomers Can’t Stop Making.” In an insightful discussion about common mistakes retirees make with Social Security, Christine brought a powerful message to the...Read More
We’re proud to share that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in a MarketWatch article by journalist Lara Becker, titled “The most overlooked threat to retirement success? Here’s what 12 financial pros say is their No. 1 piece of retirement advice.” In a roundup of top financial professionals, Steven emphasized...Read More
Our CEO and Chief Investment Officer, Steven Rogé, was recently featured in Financial Planning’s article, “10 Best and Worst Crypto ETFs of the Past Year,” written by award-winning journalist Rob Burgess. In the article, Steven explains why cryptocurrency ETFs may be a smarter and more secure alternative to holding crypto directly. He points out that...Read More
The concept of income limits for Roth IRA contributions is not new, they have been in place since Roth IRAs were introduced in 1997. Each year, the IRS adjusts the income phase-out ranges slightly to account for inflation. If you’re a high-income earner thinking about adding to your Roth IRA in 2025, IRS income limits...Read More
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
