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You Are How You Eat
By Justin May, Portfolio Manager I entered college as an economics major, expecting to draw graphs and do calculus. On my first day, I was […]
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Want to Know What the Stock Market Might Do?
By Rick Waechter, Founder Want to know what the stock market might do? Don’t we all. Of course, no one knows. But The Economist recently […]
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What a Drive Down I-95 Reveals About Smart Financial Planning
I have had reason to spend time driving on I-95, one of the busiest highways in the US. It occurred to me you can learn […]
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Slow Down
By Rick Waechter, Founder After the frantic holiday period, a blog suggesting you slow down may seem a bit late – advice better-sent in early […]
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Celebrating Our Clients’ 2025 Wins
And Asking: What’s Your One Big Goal in 2026? By Rick Waechter, Founder Below we highlight some of the biggest financial planning wins our clients […]
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Before the Ball Drops: 5 Must Do Financial Items
By Rick Waechter, Founder 2026 is less than a month away, and for many of us, it’s hard to find a moment of free time […]
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Do I Really Need to Own Thousands of Different Stocks?
By Justin May, Portfolio Manager In short: Yes, you should own every stock you can. Over time, the stock market is made up of many […]
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Tax-Smart Charitable Giving
If, like my wife and me, you are planning end-of-year charitable giving, it helps to use tax-smart charitable giving strategies that make your gifts go […]
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’Tis The Season for Unexpected Tax Bills
By Justin May, Portfolio Manager If you’re reading this, it’s past Halloween, which means the “holiday season” has officially begun. The lights are going […]
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11 Practical Estate Planning Steps
By Rick Waechter, Founder Estate planning can seem pretty legalistic – a pile of hard-to-understand documents, drafted by an attorney, which you sign and […]
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How Not to Diversify
By Rick Waechter, Founder, and Justin May, Portfolio Manager Most investors realize that it’s crucial to diversify – to avoid putting all your eggs […]
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A Preview of the Next Stock Market Crash
By Rick Waechter, Founder To start: I have no idea when the next stock market crash will happen. I don’t know how severe it […]
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The Best Tax Planning Takes Decades to Pay Off (Part 2)
… but when it does pay off, the reward can be substantial. By Rick Waechter, Founder Last week, we published a blog outlining attractive […]
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The Best Tax Planning Takes Decades to Pay Off (Part 1)
… but when it does pay off, the reward can be substantial. By Rick Waechter, Founder We are heading into Q4, and people will […]
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Pitfalls of Private Investments, Explained by 1-Star Reviews
By Justin May, Portfolio Manager Lately, more and more money has been flowing into private investments, with everyday people joining in on opportunities once […]
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Don’t Let Your Aging Parents Get Scammed
By Rick Waechter, Founder Your aging parents are the #1 target for scams: telephone and online. They are juicy targets for two reasons. On […]
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